Capital Advisory Group Advisory Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-4,803	Closed	-$2.9M	–	96
2025 Q4	$2.9M	Buy	4,803 +27	+0.6%	+$16.2K	0.85%	33
2025 Q3	$2.85M	Sell	4,776 -284	-6%	-$167K	0.89%	32
2025 Q2	$2.87M	Buy	5,060 +186	+4%	+$99.8K	1.03%	28
2025 Q1	$2.6M	Sell	4,874 -71	-1%	-$40.3K	0.99%	32
2024 Q4	$2.82M	Buy	4,945 +206	+4%	+$121K	1.01%	28
2024 Q3	$2.7M	Buy	4,739 +77	+2%	+$42.4K	1.07%	26
2024 Q2	$2.49M	Buy	4,662 +64	+1%	+$34.4K	1.07%	27
2024 Q1	$2.56M	Sell	4,598 -58	-1%	-$30K	1.21%	22
2023 Q4	$2.36M	Buy	4,656 +88	+2%	+$40.9K	1.27%	20
2023 Q3	$2.09M	Buy	+4,568	New	+$2.19M	1.18%	24
2023 Q2	–	Sell	-4,514	Closed	-$2.07M	–	118
2023 Q1	$2.07M	Sell	4,514 -43	-0.9%	-$20K	1.24%	23
2022 Q4	$2.02M	Sell	4,557 -15	-0.3%	-$6.63K	1.37%	21
2022 Q3	$1.84M	Buy	4,572 +88	+2%	+$38.9K	1.28%	22
2022 Q2	$1.95M	Sell	4,484 -10	-0.2%	-$4.51K	1.17%	26
2022 Q1	$2.2M	Buy	4,494 +219	+5%	+$107K	1.02%	28
2021 Q4	$2.21M	Buy	4,275 +40	+0.9%	+$20.4K	0.96%	30
2021 Q3	$2.04M	Buy	4,235 +83	+2%	+$40.8K	0.74%	36
2021 Q2	$2.04M	Sell	4,152 -95	-2%	-$46.9K	0.74%	37
2021 Q1	$2.02M	Buy	4,247 +67	+2%	+$30.5K	0.79%	36
2020 Q4	$1.75M	Buy	4,180 +265	+7%	+$102K	0.74%	37
2020 Q3	$1.33M	Buy	3,915 +10	+0.3%	+$3.41K	0.69%	35
2020 Q2	$1.27M	Buy	3,905 +2,168	+125%	+$657K	0.71%	34
2020 Q1	$457K	Sell	1,737 -3,051	-64%	-$1.03M	0.57%	42
2019 Q4	$1.8M	Buy	4,788 +10	+0.2%	+$3.61K	0.95%	28
2019 Q3	$1.69M	Sell	4,778 -373	-7%	-$131K	1.12%	22
2019 Q2	$1.83M	Buy	5,151 +260	+5%	+$90.9K	1.22%	18
2019 Q1	$1.69M	Sell	4,891 -122	-2%	-$41K	1.21%	20
2018 Q4	$1.52M	Sell	5,013 -100	-2%	-$33.3K	1.18%	17
2018 Q3	$1.88M	Buy	5,113 +90	+2%	+$33K	1.25%	17
2018 Q2	$1.79M	Sell	5,023 -70	-1%	-$24.6K	1.3%	13
2018 Q1	$1.74M	Buy	+5,093	New	+$1.77M	1.27%	13

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

Capital Advisory Group Advisory Services's MDY Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 4,803 shares — an estimated $2.9M sold.

Capital Advisory Group Advisory Services first reported a position in MDY in Q1 2018 and held it in 31 quarters. The position peaked at $2.9M in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 4,803 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $2.9M.
Capital Advisory Group Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and held it in 31 quarters.
Capital Advisory Group Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.9M in Q4 2025.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.