CCG Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

CCG Wealth Management’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	$1.39M	Hold	1,967	–	–	0.32%	45
2026 Q1	$1.22M	Buy	1,967 +465	+31%	+$295K	0.33%	48
2025 Q4	$906K	Buy	1,502 +230	+18%	+$138K	0.39%	42
2025 Q3	$758K	Hold	1,272	–	–	0.36%	41
2025 Q2	$721K	Sell	1,272 -165	-11%	-$88.6K	0.38%	41
2025 Q1	$767K	Hold	1,437	–	–	0.46%	35
2024 Q4	$818K	Hold	1,437	–	–	0.46%	33
2024 Q3	$819K	Hold	1,437	–	–	0.46%	36
2024 Q2	$769K	Hold	1,437	–	–	0.43%	38
2024 Q1	$800K	Hold	1,437	–	–	0.48%	33
2023 Q4	$729K	Hold	1,437	–	–	0.49%	27
2023 Q3	$656K	Hold	1,437	–	–	0.43%	30
2023 Q2	$688K	Buy	1,437 +165	+13%	+$75.1K	0.43%	29
2023 Q1	$583K	Hold	1,272	–	–	0.39%	30
2022 Q4	$563K	Hold	1,272	–	–	0.31%	38
2022 Q3	$511K	Sell	1,272 -153	-11%	-$67.6K	0.31%	37
2022 Q2	$589K	Sell	1,425 -80	-5%	-$36.1K	0.33%	34
2022 Q1	$738K	Hold	1,505	–	–	0.36%	35
2021 Q4	$779K	Hold	1,505	–	–	0.41%	32
2021 Q3	$724K	Hold	1,505	–	–	0.42%	45
2021 Q2	$739K	Hold	1,505	–	–	0.57%	29
2021 Q1	$716K	Sell	1,505 -112	-7%	-$51.1K	0.71%	27
2020 Q4	$679K	Sell	1,617 -177	-10%	-$68.2K	0.72%	28
2020 Q3	$608K	Hold	1,794	–	–	0.57%	25
2020 Q2	$582K	Hold	1,794	–	–	0.54%	25
2020 Q1	$472K	Hold	1,794	–	–	0.45%	31
2019 Q4	$673K	Hold	1,794	–	–	0.43%	39
2019 Q3	$632K	Hold	1,794	–	–	0.43%	39
2019 Q2	$636K	Buy	1,794 +33	+2%	+$11.5K	0.45%	37
2019 Q1	$608K	Hold	1,761	–	–	0.49%	35
2018 Q4	$533K	Buy	+1,761	New	+$586K	0.52%	35

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

CCG Wealth Management's MDY Position: Q2 2026 in Review

CCG Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,967 shares worth $1.39M. The position accounts for 0.32% of the portfolio, ranked #45.

CCG Wealth Management first reported a position in MDY in Q4 2018 and has held it in 31 quarters since. 1,533 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

CCG Wealth Management held 1,967 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.39M as of Q2 2026.
CCG Wealth Management 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 0.32% of CCG Wealth Management's portfolio in Q2 2026, its #45 holding.
CCG Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 31 quarters since.
1,533 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.