Cambridge Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Cambridge Advisors’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	$2.74M	Hold	3,894	–	–	0.47%	36
2026 Q1	$2.4M	Hold	3,894	–	–	0.47%	37
2025 Q4	$2.35M	Hold	3,894	–	–	0.45%	38
2025 Q3	$2.32M	Hold	3,894	–	–	0.45%	37
2025 Q2	$2.21M	Buy	3,894 +20	+0.5%	+$10.7K	0.46%	36
2025 Q1	$2.07M	Hold	3,874	–	–	0.45%	36
2024 Q4	$2.21M	Hold	3,874	–	–	0.49%	37
2024 Q3	$2.21M	Sell	3,874 -5	-0.1%	-$2.75K	0.48%	35
2024 Q2	$2.08M	Sell	3,879 -150	-4%	-$80.7K	0.48%	35
2024 Q1	$2.24M	Sell	4,029 -80	-2%	-$41.4K	0.53%	32
2023 Q4	$2.08M	Hold	4,109	–	–	0.52%	33
2023 Q3	$1.88M	Hold	4,109	–	–	0.5%	33
2023 Q2	$1.97M	Sell	4,109 -50	-1%	-$22.8K	0.5%	31
2023 Q1	$1.91M	Sell	4,159 -51	-1%	-$23.8K	0.49%	30
2022 Q4	$1.86M	Hold	4,210	–	–	0.5%	30
2022 Q3	$1.69M	Sell	4,210 -35	-0.8%	-$15.5K	0.48%	31
2022 Q2	$1.75M	Sell	4,245 -61	-1%	-$27.5K	0.48%	30
2022 Q1	$2.11M	Sell	4,306 -1	-0%	-$487	0.5%	28
2021 Q4	$2.23M	Sell	4,307 -2	-0%	-$1.02K	0.5%	29
2021 Q3	$2.07M	Hold	4,309	–	–	0.5%	28
2021 Q2	$2.12M	Buy	4,309 +35	+0.8%	+$17.3K	0.51%	29
2021 Q1	$2.04M	Sell	4,274 -146	-3%	-$66.6K	0.52%	31
2020 Q4	$1.86M	Sell	4,420 -4	-0.1%	-$1.54K	0.5%	30
2020 Q3	$1.5M	Sell	4,424 -7	-0.2%	-$2.39K	0.44%	36
2020 Q2	$1.44M	Sell	4,431 -26	-0.6%	-$7.88K	0.45%	35
2020 Q1	$1.17M	Sell	4,457 -10	-0.2%	-$3.39K	0.43%	38
2019 Q4	$1.68M	Sell	4,467 -10	-0.2%	-$3.61K	0.51%	32
2019 Q3	$1.58M	Hold	4,477	–	–	0.52%	29
2019 Q2	$1.59M	Sell	4,477 -184	-4%	-$64.3K	0.52%	33
2019 Q1	$1.61M	Sell	4,661 -100	-2%	-$33.6K	0.55%	31
2018 Q4	$1.44M	Hold	4,761	–	–	0.54%	36
2018 Q3	$1.75M	Sell	4,761 -100	-2%	-$36.6K	0.59%	30
2018 Q2	$1.73M	Hold	4,861	–	–	0.61%	30
2018 Q1	$1.66M	Hold	4,861	–	–	0.6%	31
2017 Q4	$1.68M	Sell	4,861 -25	-0.5%	-$8.42K	0.61%	30
2017 Q3	$1.59M	Hold	4,886	–	–	0.61%	30
2017 Q2	$1.55M	Sell	4,886 -100	-2%	-$31.5K	0.63%	29
2017 Q1	$1.56M	Sell	4,986 -292	-6%	-$90.6K	0.64%	30
2016 Q4	$1.59M	Buy	5,278 +77	+1%	+$22.3K	0.7%	30
2016 Q3	$1.47M	Sell	5,201 -34	-0.6%	-$9.58K	0.65%	33
2016 Q2	$1.43M	Sell	5,235 -59	-1%	-$15.8K	0.65%	33
2016 Q1	$1.39M	Buy	5,294 +1	+0%	+$243	0.65%	33
2015 Q4	$1.34M	Sell	5,293 -3	-0.1%	-$781	0.76%	33
2015 Q3	$1.32M	Sell	5,296 -231	-4%	-$61.2K	0.78%	31
2015 Q2	$1.51M	Sell	5,527 -6,493	-54%	-$1.81M	0.85%	30
2015 Q1	$1.21M	Buy	12,020 +6,495	+118%	+$1.75M	0.7%	35
2014 Q4	$1.46M	Buy	+5,525	New	+$1.41M	0.89%	32

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

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

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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Cambridge Advisors's MDY Position: Q2 2026 in Review

Cambridge Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 3,894 shares worth $2.74M. The position accounts for 0.47% of the portfolio, ranked #36.

Cambridge Advisors first reported a position in MDY in Q4 2014 and has held it in 47 quarters since. 1,530 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Cambridge Advisors held 3,894 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.74M as of Q2 2026.
Cambridge Advisors 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 0.47% of Cambridge Advisors's portfolio in Q2 2026, its #36 holding.
Cambridge Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 47 quarters since.
1,530 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.