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CGC Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

CGC Financial 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 		$17.6K Hold
25
– – ﹤0.01% 192
2026
Q1 		$15.4K Hold
25
– – ﹤0.01% 186
2025
Q4 		$15.1K Hold
25
– – ﹤0.01% 201
2025
Q3 		$14.9K Buy
+25
New +$14.7K ﹤0.01% 198

Other funds holding MDY

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

CGC Financial Services's MDY Position: Q2 2026 in Review

CGC Financial Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 25 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

CGC Financial Services first reported a position in MDY in Q3 2025 and has held it in 4 quarters since. 291 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • CGC Financial Services held 25 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $17.6K as of Q2 2026.
  • CGC Financial 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 CGC Financial Services's portfolio in Q2 2026, its #192 holding.
  • CGC Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and has held it in 4 quarters since.
  • 291 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.