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 Q3	$451K	Hold	685	–	–	0.07%	110
2026 Q2	$483K	Hold	685	–	–	0.09%	99
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	$254K	Hold	629	–	–	0.14%	59
2022 Q2	$261K	Buy	+629	New	+$284K	0.16%	58

Other funds holding MDY

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CM Wealth Advisors's MDY Position: Q3 2026 in Review

CM Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 685 shares worth $451K. The position accounts for 0.07% of the portfolio, ranked #110.

CM Wealth Advisors first reported a position in MDY in Q2 2022 and has held it in 18 quarters since. The position peaked at $483K in Q2 2026. 1,195 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

CM Wealth Advisors held 685 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $451K as of Q3 2026.
CM Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of CM Wealth Advisors's portfolio in Q3 2026, its #110 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 18 quarters since.
CM Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $483K in Q2 2026.
1,195 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on CM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.