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 Q2	$31.1K	Hold	50	–	–	﹤0.01%	106
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 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

CBIZ Investment Advisory Services's MDY Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 50 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #106.

CBIZ Investment Advisory Services first reported a position in MDY in Q1 2024 and has held it in 10 quarters since. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

CBIZ Investment Advisory Services held 50 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $31.1K as of Q2 2026.
CBIZ Investment Advisory Services left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #106 holding.
CBIZ Investment Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 10 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 CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.