Certified Advisory Corp’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Certified Advisory Corp’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	$1.07M	Buy	1,519 +470	+45%	+$315K	0.09%	160
2026 Q1	$647K	Sell	1,049 -23	-2%	-$14.6K	0.06%	194
2025 Q4	$646K	Buy	1,072 +3	+0.3%	+$1.79K	0.06%	189
2025 Q3	$637K	Buy	1,069 +7	+0.7%	+$4.11K	0.06%	189
2025 Q2	$602K	Buy	1,062 +36	+4%	+$19.3K	0.06%	182
2025 Q1	$548K	Sell	1,026 -38	-4%	-$21.6K	0.06%	182
2024 Q4	$606K	Buy	1,064 +76	+8%	+$44.5K	0.07%	177
2024 Q3	$563K	Sell	988 -3	-0.3%	-$1.65K	0.06%	184
2024 Q2	$530K	Sell	991 -17	-2%	-$9.14K	0.07%	181
2024 Q1	$561K	Buy	1,008 +132	+15%	+$68.4K	0.08%	169
2023 Q4	$445K	Sell	876 -246	-22%	-$114K	0.07%	179
2023 Q3	$513K	Buy	1,122 +51	+5%	+$24.4K	0.09%	156
2023 Q2	$513K	Buy	1,071 +29	+3%	+$13.2K	0.09%	150
2023 Q1	$478K	Buy	1,042 +63	+6%	+$29.4K	0.08%	170
2022 Q4	$433K	Sell	979 -321	-25%	-$142K	0.09%	168
2022 Q3	$522K	Buy	1,300 +195	+18%	+$86.1K	0.12%	149
2022 Q2	$457K	Sell	1,105 -194	-15%	-$87.6K	0.1%	154
2022 Q1	$637K	Buy	1,299 +2	+0.2%	+$973	0.14%	141
2021 Q4	$671K	Buy	1,297 +37	+3%	+$18.8K	0.15%	141
2021 Q3	$606K	Sell	1,260 -73	-5%	-$35.9K	0.15%	142
2021 Q2	$654K	Buy	1,333 +1,056	+381%	+$521K	0.16%	135
2021 Q1	$132K	Buy	+277	New	+$126K	0.03%	225
2020 Q2	$97K	Sell	299 -68	-19%	-$20.6K	0.03%	233
2020 Q1	$96K	Buy	367 +1	+0.3%	+$339	0.04%	212
2019 Q4	$137K	Sell	366 -2	-0.5%	-$723	0.04%	210
2019 Q3	$130K	Sell	368 -16	-4%	-$5.61K	0.05%	209
2019 Q2	$136K	Sell	384 -51	-12%	-$17.8K	0.05%	203
2019 Q1	$150K	Sell	435 -28	-6%	-$9.42K	0.06%	182
2018 Q4	$140K	Buy	463 +51	+12%	+$17K	0.07%	170
2018 Q3	$152K	Buy	412 +72	+21%	+$26.4K	0.07%	166
2018 Q2	$121K	Buy	340 +1	+0.3%	+$352	0.07%	184
2018 Q1	$115K	Buy	339 +21	+7%	+$7.31K	0.07%	182
2017 Q4	$110K	Buy	+318	New	+$107K	0.08%	157

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

Certified Advisory Corp's MDY Position: Q2 2026 in Review

Certified Advisory Corp increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 45% in Q2 2026, buying an estimated $315K and bringing the position to 1,519 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #160.

Certified Advisory Corp first reported a position in MDY in Q4 2017 and has held it in 33 quarters since. 1,536 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Certified Advisory Corp held 1,519 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.07M as of Q2 2026.
Certified Advisory Corp bought 470 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $315K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Certified Advisory Corp's portfolio in Q2 2026, its #160 holding.
Certified Advisory Corp first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 33 quarters since.
1,536 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.