CAWM
MDY icon

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

Capital Advisors Wealth Management’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
Q3 		$205K Hold
312
– – 0.02% 228
2026
Q2 		$219K Buy
+312
New +$209K 0.03% 219

Other funds holding MDY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Capital Advisors Wealth Management's MDY Position: Q3 2026 in Review

Capital Advisors Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 312 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #228.

Capital Advisors Wealth Management first reported a position in MDY in Q2 2026 and has held it in 2 quarters since. The position peaked at $219K in Q2 2026. 118 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Capital Advisors Wealth Management held 312 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $205K as of Q3 2026.
  • Capital Advisors Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #228 holding.
  • Capital Advisors Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2026 and has held it in 2 quarters since.
  • Capital Advisors Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $219K in Q2 2026.
  • 118 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.