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

Capital Asset 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 Q2	$401K	Buy	570 +141	+33%	+$94.4K	0.01%	237
2026 Q1	$287K	Buy	429 +2	+0.5%	+$1.27K	0.01%	248
2025 Q4	$268K	Buy	427 +1	+0.2%	+$598	0.01%	248
2025 Q3	$254K	Hold	426	–	–	0.01%	249
2025 Q2	$244K	Hold	426	–	–	0.01%	242
2025 Q1	$232K	Hold	426	–	–	0.01%	256
2024 Q4	$245K	Hold	426	–	–	0.01%	277
2024 Q3	$241K	Buy	+426	New	+$235K	0.01%	287
2021 Q4	–	Sell	-470	Closed	-$227K	–	664
2021 Q3	$227K	Buy	470 +21	+5%	+$10.3K	0.03%	393
2021 Q2	$220K	Sell	449 -23	-5%	-$11.3K	0.02%	411
2021 Q1	$225K	Hold	472	–	–	0.03%	397
2020 Q4	$199K	Buy	+472	New	+$182K	0.04%	341
2020 Q1	–	Sell	-597	Closed	-$226K	–	580
2019 Q4	$226K	Buy	+597	New	+$216K	0.05%	322

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

Capital Asset Advisory Services's MDY Position: Q2 2026 in Review

Capital Asset Advisory Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 33% in Q2 2026, buying an estimated $94.4K and bringing the position to 570 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #237.

Capital Asset Advisory Services first reported a position in MDY in Q4 2019 and has held it in 13 quarters since. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Capital Asset Advisory Services held 570 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $401K as of Q2 2026.
Capital Asset Advisory Services bought 141 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $94.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #237 holding.
Capital Asset Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 13 quarters since.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.