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

Vishria Bird 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
2025 Q3	$589K	Hold	989	–	–	0.12%	61
2025 Q2	$560K	Hold	989	–	–	0.19%	52
2025 Q1	$528K	Hold	989	–	–	0.18%	50
2024 Q4	$563K	Sell	989 -2	-0.2%	-$1.17K	0.2%	52
2024 Q3	$565K	Sell	991 -1	-0.1%	-$551	0.21%	51
2024 Q2	$531K	Hold	992	–	–	0.22%	44
2024 Q1	$552K	Hold	992	–	–	0.24%	42
2023 Q4	$503K	Sell	992 -1	-0.1%	-$464	0.24%	40
2023 Q3	$453K	Hold	993	–	–	0.26%	37
2023 Q2	$476K	Hold	993	–	–	0.28%	35
2023 Q1	$455K	Hold	993	–	–	0.29%	35
2022 Q4	$440K	Hold	993	–	–	0.31%	35
2022 Q3	$399K	Hold	993	–	–	0.27%	37
2022 Q2	$411K	Hold	993	–	–	0.27%	35
2022 Q1	$487K	Hold	993	–	–	0.27%	34
2021 Q4	$514K	Hold	993	–	–	0.24%	39
2021 Q3	$478K	Sell	993 -3	-0.3%	-$1.47K	0.25%	39
2021 Q2	$489K	Sell	996 -5	-0.5%	-$2.47K	0.24%	40
2021 Q1	$477K	Hold	1,001	–	–	0.26%	36
2020 Q4	$420K	Hold	1,001	–	–	0.24%	34
2020 Q3	$339K	Sell	1,001 -15	-1%	-$5.12K	0.21%	34
2020 Q2	$330K	Hold	1,016	–	–	0.26%	28
2020 Q1	$267K	Hold	1,016	–	–	0.28%	33
2019 Q4	$381K	Sell	1,016 -140	-12%	-$50.6K	0.37%	28
2019 Q3	$407K	Hold	1,156	–	–	0.47%	26
2019 Q2	$410K	Sell	1,156 -8	-0.7%	-$2.8K	0.41%	27
2019 Q1	$402K	Sell	1,164 -29	-2%	-$9.76K	0.41%	30
2018 Q4	$361K	Hold	1,193	–	–	0.4%	32
2018 Q3	$438K	Hold	1,193	–	–	0.38%	26
2018 Q2	$424K	Buy	+1,193	New	+$419K	0.39%	27

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vishria Bird Financial Group's MDY Position: Q3 2025 in Review

Vishria Bird Financial Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2025 at 989 shares worth $589K. The position accounts for 0.12% of the portfolio, ranked #61.

Vishria Bird Financial Group first reported a position in MDY in Q2 2018 and has held it in 30 quarters since. 1,366 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

Vishria Bird Financial Group held 989 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $589K as of Q3 2025.
Vishria Bird Financial Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of Vishria Bird Financial Group's portfolio in Q3 2025, its #61 holding.
Vishria Bird Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2018 and has held it in 30 quarters since.
1,366 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.