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

CFO Capital 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
Q1 		– Sell
-932
Closed -$562K – 113
2025
Q4 		$562K Buy
+932
New +$558K 0.42% 66

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CFO Capital Management's MDY Position: Q1 2026 in Review

CFO Capital Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 932 shares — an estimated $562K sold.

CFO Capital Management first reported a position in MDY in Q4 2025 and held it in 1 quarter. The position peaked at $562K in Q4 2025. 1,451 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • CFO Capital Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • CFO Capital Management sold 932 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $562K.
  • CFO Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and held it in 1 quarter.
  • CFO Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $562K in Q4 2025.
  • 1,451 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.