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

CKW Financial Group’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	$12K	Hold	20	–	–	﹤0.01%	97
2025 Q4	$12K	Hold	20	–	–	﹤0.01%	109
2025 Q3	$12K	Hold	20	–	–	﹤0.01%	116
2025 Q2	$11K	Hold	20	–	–	﹤0.01%	116
2025 Q1	$11K	Hold	20	–	–	﹤0.01%	120
2024 Q4	$11K	Hold	20	–	–	﹤0.01%	185
2024 Q3	$11K	Hold	20	–	–	﹤0.01%	175
2024 Q2	$11K	Hold	20	–	–	﹤0.01%	175
2024 Q1	$11K	Hold	20	–	–	﹤0.01%	174
2023 Q4	$10K	Hold	20	–	–	﹤0.01%	185
2023 Q3	$9K	Hold	20	–	–	﹤0.01%	175
2023 Q2	$10K	Hold	20	–	–	﹤0.01%	170
2023 Q1	$9K	Hold	20	–	–	﹤0.01%	161
2022 Q4	$9K	Hold	20	–	–	﹤0.01%	162
2022 Q3	$8K	Hold	20	–	–	﹤0.01%	169
2022 Q2	$8K	Hold	20	–	–	﹤0.01%	170
2022 Q1	$10K	Sell	20 -13	-39%	-$6.33K	﹤0.01%	169
2021 Q4	$20K	Hold	33	–	–	﹤0.01%	159
2021 Q3	$16K	Hold	33	–	–	﹤0.01%	172
2021 Q2	$16K	Hold	33	–	–	﹤0.01%	179
2021 Q1	$16K	Hold	33	–	–	﹤0.01%	149
2020 Q4	$14K	Hold	33	–	–	﹤0.01%	140
2020 Q3	$11K	Hold	33	–	–	﹤0.01%	140
2020 Q2	$11K	Hold	33	–	–	﹤0.01%	137
2020 Q1	$8K	Hold	33	–	–	﹤0.01%	142
2019 Q4	$12K	Hold	33	–	–	﹤0.01%	137
2019 Q3	$11K	Hold	33	–	–	﹤0.01%	130
2019 Q2	$12K	Hold	33	–	–	﹤0.01%	134
2019 Q1	$11K	Hold	33	–	–	﹤0.01%	153
2018 Q4	$10K	Hold	33	–	–	﹤0.01%	156
2018 Q3	$12K	Hold	33	–	–	﹤0.01%	149
2018 Q2	$12K	Hold	33	–	–	﹤0.01%	147
2018 Q1	$11K	Hold	33	–	–	﹤0.01%	131
2017 Q4	$11K	Hold	33	–	–	﹤0.01%	134
2017 Q3	$11K	Hold	33	–	–	﹤0.01%	137
2017 Q2	$11K	Hold	33	–	–	﹤0.01%	150
2017 Q1	$10K	Hold	33	–	–	﹤0.01%	138
2016 Q4	$10K	Hold	33	–	–	﹤0.01%	136
2016 Q3	$9K	Sell	33 -55	-63%	-$15.5K	﹤0.01%	140
2016 Q2	$24K	Hold	88	–	–	0.01%	116
2016 Q1	$23K	Hold	88	–	–	0.01%	106
2015 Q4	$22K	Hold	88	–	–	0.01%	109
2015 Q3	$22K	Hold	88	–	–	0.01%	102
2015 Q2	$24K	Hold	88	–	–	0.01%	184
2015 Q1	$24K	Hold	88	–	–	0.01%	181
2014 Q4	$23K	Hold	88	–	–	0.01%	179
2014 Q3	$22K	Sell	88 -500	-85%	-$128K	0.01%	186
2014 Q2	$154K	Hold	588	–	–	0.08%	34
2014 Q1	$148K	Buy	588 +500	+568%	+$123K	0.07%	37
2013 Q4	$21K	Buy	+88	New	+$20.7K	0.01%	201

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CKW Financial Group's MDY Position: Q1 2026 in Review

CKW Financial Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 20 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #97.

CKW Financial Group first reported a position in MDY in Q4 2013 and has held it in 50 quarters since. The position peaked at $154K in Q2 2014. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

CKW Financial Group held 20 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $12K as of Q1 2026.
CKW Financial Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of CKW Financial Group's portfolio in Q1 2026, its #97 holding.
CKW Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 50 quarters since.
CKW Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $154K in Q2 2014.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.