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

CM Wealth 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	$424K	Hold	685	–	–	0.09%	94
2025 Q4	$415K	Buy	685 +56	+9%	+$33.5K	0.09%	91
2025 Q3	$376K	Hold	629	–	–	0.1%	69
2025 Q2	$357K	Hold	629	–	–	0.11%	66
2025 Q1	$336K	Hold	629	–	–	0.11%	65
2024 Q4	$360K	Hold	629	–	–	0.12%	63
2024 Q3	$359K	Hold	629	–	–	0.12%	62
2024 Q2	$338K	Hold	629	–	–	0.16%	54
2024 Q1	$343K	Hold	629	–	–	0.1%	121
2023 Q4	$320K	Hold	629	–	–	0.14%	57
2023 Q3	$291K	Hold	629	–	–	0.11%	64
2023 Q2	$312K	Hold	629	–	–	0.1%	99
2023 Q1	$280K	Hold	629	–	–	0.05%	327
2022 Q4	$280K	Hold	629	–	–	0.14%	57
2022 Q3	$254M	Hold	629	–	–	0.14%	59
2022 Q2	$261K	Buy	+629	New	+$284K	0.16%	58

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

CM Wealth Advisors's MDY Position: Q1 2026 in Review

CM Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 685 shares worth $424K. The position accounts for 0.09% of the portfolio, ranked #94.

CM Wealth Advisors first reported a position in MDY in Q2 2022 and has held it in 16 quarters since. The position peaked at $254M in Q3 2022. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

CM Wealth Advisors held 685 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $424K as of Q1 2026.
CM Wealth 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 0.09% of CM Wealth Advisors's portfolio in Q1 2026, its #94 holding.
CM Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 16 quarters since.
CM Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $254M in Q3 2022.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.