Victory Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Victory Financial Group’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.61M	Sell	4,236 -1,350	-24%	-$855K	0.32%	49
2025 Q4	$3.37M	Sell	5,586 -842	-13%	-$504K	0.42%	42
2025 Q3	$3.83M	Sell	6,428 -1,518	-19%	-$891K	0.53%	34
2025 Q2	$4.5M	Sell	7,946 -1,594	-17%	-$856K	0.71%	24
2025 Q1	$5.01M	Sell	9,540 -10,550	-53%	-$5.99M	0.96%	17
2024 Q4	$11.4M	Buy	+20,090	New	+$11.8M	3.01%	7
2024 Q2	$8.45M	Buy	15,799 +1,510	+11%	+$812K	3.96%	7
2024 Q1	$7.95M	Buy	14,289 +1,746	+14%	+$904K	4.71%	6
2023 Q4	$6.36M	Buy	+12,543	New	+$5.82M	4.3%	6

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Victory Financial Group's MDY Position: Q1 2026 in Review

Victory Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 24% in Q1 2026, selling an estimated $855K and leaving 4,236 shares worth $2.61M. The position accounts for 0.32% of the portfolio, ranked #49.

Victory Financial Group first reported a position in MDY in Q4 2023 and has held it in 9 quarters since. The position peaked at $11.4M in Q4 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Victory Financial Group held 4,236 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.61M as of Q1 2026.
Victory Financial Group sold 1,350 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $855K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.32% of Victory Financial Group's portfolio in Q1 2026, its #49 holding.
Victory Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 9 quarters since.
Victory Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11.4M in Q4 2024.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.