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

Cardiff Park 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 Q1	$468K	Buy	759 +2	+0.3%	+$1.27K	0.04%	188
2025 Q4	$457K	Sell	757 -99	-12%	-$59.2K	0.04%	183
2025 Q3	$510K	Buy	856 +1	+0.1%	+$587	0.04%	182
2025 Q2	$484K	Buy	855 +1	+0.1%	+$537	0.04%	173
2025 Q1	$455K	Buy	854 +2	+0.2%	+$1.14K	0.04%	174
2024 Q4	$486K	Buy	852 +1	+0.1%	+$586	0.05%	162
2024 Q3	$485K	Buy	851 +1	+0.1%	+$551	0.04%	162
2024 Q2	$455K	Buy	850 +1	+0.1%	+$538	0.04%	164
2024 Q1	$472K	Buy	849 +1	+0.1%	+$518	0.04%	168
2023 Q4	$430K	Buy	848 +2	+0.2%	+$929	0.05%	159
2023 Q3	$386K	Buy	846 +1	+0.1%	+$479	0.05%	157
2023 Q2	$405K	Buy	845 +1	+0.1%	+$455	0.05%	165
2023 Q1	$387K	Buy	844 +1	+0.1%	+$466	0.05%	162
2022 Q4	$373K	Buy	843 +2	+0.2%	+$884	0.05%	171
2022 Q3	$338K	Sell	841 -39	-4%	-$17.2K	0.05%	174
2022 Q2	$364K	Buy	880 +41	+5%	+$18.5K	0.06%	167
2022 Q1	$411K	Buy	839 +1	+0.1%	+$487	0.06%	161
2021 Q4	$434K	Buy	+838	New	+$426K	0.06%	153

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

Cardiff Park Advisors's MDY Position: Q1 2026 in Review

Cardiff Park Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.26% in Q1 2026, buying an estimated $1.27K and bringing the position to 759 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #188.

Cardiff Park Advisors first reported a position in MDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $510K in Q3 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Cardiff Park Advisors held 759 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $468K as of Q1 2026.
Cardiff Park Advisors bought 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.27K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Cardiff Park Advisors's portfolio in Q1 2026, its #188 holding.
Cardiff Park Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $510K in Q3 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 Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.