Carson Wealth (CWM LLC)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Carson Wealth (CWM LLC)’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	$11.3M	Sell	18,355 -193	-1%	-$122K	0.03%	501
2025 Q4	$11.2M	Buy	18,548 +2,522	+16%	+$1.51M	0.03%	482
2025 Q3	$9.55M	Buy	16,026 +1,285	+9%	+$754K	0.03%	484
2025 Q2	$8.35M	Buy	14,741 +79	+0.5%	+$42.4K	0.03%	436
2025 Q1	$7.82M	Buy	14,662 +404	+3%	+$229K	0.03%	408
2024 Q4	$8.12M	Sell	14,258 -8,120	-36%	-$4.76M	0.03%	363
2024 Q3	$12.7M	Buy	22,378 +1,685	+8%	+$928K	0.05%	273
2024 Q2	$11.1M	Buy	20,693 +417	+2%	+$224K	0.05%	280
2024 Q1	$11.3M	Sell	20,276 -941	-4%	-$487K	0.05%	275
2023 Q4	$10.8M	Buy	21,217 +5,749	+37%	+$2.67M	0.06%	264
2023 Q3	$7.06M	Buy	15,468 +2,809	+22%	+$1.35M	0.04%	299
2023 Q2	$6.06M	Buy	12,659 +42	+0.3%	+$19.1K	0.04%	313
2023 Q1	$5.78M	Buy	12,617 +3,801	+43%	+$1.77M	0.04%	294
2022 Q4	$3.9M	Buy	8,816 +3,202	+57%	+$1.42M	0.03%	348
2022 Q3	$2.25M	Buy	5,614 +6	+0.1%	+$2.65K	0.02%	403
2022 Q2	$2.32M	Buy	5,608 +78	+1%	+$35.2K	0.02%	392
2022 Q1	$2.71M	Sell	5,530 -535	-9%	-$260K	0.02%	370
2021 Q4	$3.14M	Buy	+6,065	New	+$3.09M	0.02%	356
2021 Q2	$2.22M	Hold	4,524	–	–	0.02%	398
2021 Q1	$2.22M	Hold	4,524	–	–	0.02%	398
2020 Q4	$2.22M	Hold	4,524	–	–	0.02%	398
2020 Q3	$2.22M	Hold	4,524	–	–	0.02%	398
2020 Q2	$2.22M	Hold	4,524	–	–	0.02%	398
2020 Q1	$2.22M	Hold	4,524	–	–	0.02%	398
2019 Q4	$2.22M	Hold	4,524	–	–	0.02%	398
2019 Q3	$2.22M	Hold	4,524	–	–	0.02%	398
2019 Q2	$2.22M	Hold	4,524	–	–	0.02%	398
2019 Q1	$2.22M	Buy	4,524 +612	+16%	+$206K	0.02%	398
2018 Q4	$1.18M	Buy	3,912 +1,502	+62%	+$500K	0.03%	354
2018 Q3	$886K	Buy	2,410 +778	+48%	+$285K	0.02%	322
2018 Q2	$579K	Buy	1,632 +1,085	+198%	+$381K	0.02%	323
2018 Q1	$187K	Buy	547 +432	+376%	+$150K	0.01%	370
2017 Q4	$40K	Buy	115 +75	+188%	+$25.3K	﹤0.01%	569
2017 Q3	$13K	Sell	40 -38	-49%	-$12.1K	﹤0.01%	829
2017 Q2	$25K	Sell	78 -42,410	-100%	-$13.4M	﹤0.01%	601
2017 Q1	$13.3M	Buy	42,488 +42,374	+37,170%	+$13.2M	0.75%	38
2016 Q4	$34K	Sell	114 -892	-89%	-$258K	﹤0.01%	497
2016 Q3	$284K	Sell	1,006 -90	-8%	-$25.4K	0.02%	232
2016 Q2	$298K	Buy	+1,096	New	+$293K	0.02%	223
2015 Q3	–	Sell	-1,576	Closed	-$431K	–	649
2015 Q2	$431K	Buy	+1,576	New	+$438K	0.04%	148
2014 Q2	–	Sell	-4,130	Closed	-$1.03M	–	187
2014 Q1	$1.03M	Sell	4,130 -262	-6%	-$64.2K	0.14%	96
2013 Q4	$1.07M	Buy	4,392 +746	+20%	+$175K	0.17%	87
2013 Q3	$825K	Buy	+3,646	New	+$811K	0.22%	61

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

Carson Wealth (CWM LLC)'s MDY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1% in Q1 2026, selling an estimated $122K and leaving 18,355 shares worth $11.3M. The position accounts for 0.03% of the portfolio, ranked #501.

Carson Wealth (CWM LLC) first reported a position in MDY in Q3 2013 and has held it in 43 quarters since. The position peaked at $13.3M in Q1 2017. 1,449 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Carson Wealth (CWM LLC) held 18,355 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11.3M as of Q1 2026.
Carson Wealth (CWM LLC) sold 193 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $122K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #501 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2013 and has held it in 43 quarters since.
Carson Wealth (CWM LLC)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $13.3M in Q1 2017.
1,449 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.