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Advus Financial Partners, LLC’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Advus Financial Partners, LLC’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
Q2 		$1.92M Hold
2,730
– – 0.44% 52
2026
Q1 		$1.68M Hold
2,730
– – 0.42% 54
2025
Q4 		$1.65M Hold
2,730
– – 0.4% 50
2025
Q3 		$1.63M Sell
2,730
-9
-0.3% -$5.28K 0.39% 49
2025
Q2 		$1.55M Hold
2,739
– – 0.4% 45
2025
Q1 		$1.46M Sell
2,739
-28
-1% -$15.9K 0.41% 43
2024
Q4 		$1.58M Sell
2,767
-2
-0.1% -$1.17K 0.44% 39
2024
Q3 		$1.58M Hold
2,769
– – 0.45% 41
2024
Q2 		$1.48M Hold
2,769
– – 0.45% 38
2024
Q1 		$1.54M Sell
2,769
-41
-1% -$21.2K 0.48% 36
2023
Q4 		$1.43M Hold
2,810
– – 0.49% 36
2023
Q3 		$1.28M Sell
2,810
-24
-0.8% -$11.5K 0.5% 35
2023
Q2 		$1.36M Hold
2,834
– – 0.52% 37
2023
Q1 		$1.3M Sell
2,834
-34
-1% -$15.8K 0.54% 35
2022
Q4 		$1.27M Sell
2,868
-21
-0.7% -$9.29K 0.55% 33
2022
Q3 		$1.16M Sell
2,889
-34
-1% -$15K 0.62% 30
2022
Q2 		$1.21M Buy
2,923
+161
+6% +$72.7K 0.64% 29
2022
Q1 		$1.35M Buy
+2,762
New +$1.34M 0.69% 27
2021
Q3 		$1.43M Buy
+2,762
New +$1.36M 0.79% 24

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advus Financial Partners, LLC's MDY Position: Q2 2026 in Review

Advus Financial Partners, LLC held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 2,730 shares worth $1.92M. The position accounts for 0.44% of the portfolio, ranked #52.

Advus Financial Partners, LLC first reported a position in MDY in Q3 2021 and has held it in 19 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Advus Financial Partners, LLC held 2,730 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.92M as of Q2 2026.
  • Advus Financial Partners, LLC left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.44% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #52 holding.
  • Advus Financial Partners, LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and has held it in 19 quarters since.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.