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

CBIZ Investment 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	$31.1K	Hold	50	–	–	﹤0.01%	106
2025 Q4	$30.5K	Hold	50	–	–	﹤0.01%	201
2025 Q3	$30K	Hold	50	–	–	﹤0.01%	194
2025 Q2	$28.5K	Hold	50	–	–	﹤0.01%	202
2025 Q1	$26.7K	Hold	50	–	–	﹤0.01%	186
2024 Q4	$28.5K	Buy	50 +1	+2%	+$586	﹤0.01%	168
2024 Q3	$28.4K	Hold	49	–	–	﹤0.01%	146
2024 Q2	$26.6K	Hold	49	–	–	﹤0.01%	134
2024 Q1	$27.5K	Buy	+49	New	+$25.4K	﹤0.01%	133
2020 Q2	–	Hold	0	–	–	–	106
2020 Q1	–	Hold	0	–	–	–	190
2019 Q4	–	Hold	0	–	–	–	126

Other funds holding MDY

Bank of America

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group

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