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

Clearwater Capital Advisors’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	$408K	Hold	662	–	–	0.03%	125
2025 Q4	$399K	Hold	662	–	–	0.03%	125
2025 Q3	$395K	Hold	662	–	–	0.03%	124
2025 Q2	$375K	Buy	662 +6	+0.9%	+$3.22K	0.03%	123
2025 Q1	$350K	Hold	656	–	–	0.03%	129
2024 Q4	$374K	Hold	656	–	–	0.04%	128
2024 Q3	$374K	Hold	656	–	–	0.04%	128
2024 Q2	$351K	Hold	656	–	–	0.04%	119
2024 Q1	$365K	Hold	656	–	–	0.04%	118
2023 Q4	$333K	Hold	656	–	–	0.04%	117
2023 Q3	$300K	Hold	656	–	–	0.04%	110
2023 Q2	$314K	Hold	656	–	–	0.04%	112
2023 Q1	$301K	Sell	656 -35	-5%	-$16.3K	0.04%	115
2022 Q4	$306K	Hold	691	–	–	0.04%	120
2022 Q3	$278K	Hold	691	–	–	0.04%	125
2022 Q2	$286K	Hold	691	–	–	0.04%	117
2022 Q1	$339K	Hold	691	–	–	0.04%	124
2021 Q4	$358K	Hold	691	–	–	0.04%	123
2021 Q3	$332K	Hold	691	–	–	0.04%	123
2021 Q2	$339K	Hold	691	–	–	0.04%	123
2021 Q1	$329K	Hold	691	–	–	0.04%	123
2020 Q4	$290K	Buy	+691	New	+$266K	0.04%	123
2018 Q4	–	Sell	-732	Closed	-$269K	–	193
2018 Q3	$269K	Hold	732	–	–	0.05%	169
2018 Q2	$260K	Buy	732 +20	+3%	+$7.03K	0.05%	167
2018 Q1	$243K	Hold	712	–	–	0.05%	167
2017 Q4	$246K	Buy	712 +45	+7%	+$15.2K	0.05%	160
2017 Q3	$220K	Buy	667 +20	+3%	+$6.36K	0.05%	162
2017 Q2	$205K	Sell	647 -203	-24%	-$63.9K	0.05%	157
2017 Q1	$262K	Buy	+850	New	+$264K	0.07%	141

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

Clearwater Capital Advisors's MDY Position: Q1 2026 in Review

Clearwater Capital Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 662 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #125.

Clearwater Capital Advisors first reported a position in MDY in Q1 2017 and has held it in 29 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Clearwater Capital Advisors held 662 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $408K as of Q1 2026.
Clearwater Capital Advisors 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 0.03% of Clearwater Capital Advisors's portfolio in Q1 2026, its #125 holding.
Clearwater Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and has held it in 29 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.