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CMG Global Holdings’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

CMG Global Holdings’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 		$8.01M Buy
11,394
+230
+2% +$154K 3.4% 11
2026
Q1 		$6.89M Sell
11,164
-53
-0.5% -$33.6K 3.28% 9
2025
Q4 		$7.16M Buy
11,217
+71
+0.6% +$42.5K 3.18% 10
2025
Q3 		$6.63M Buy
11,146
+739
+7% +$434K 3.24% 9
2025
Q2 		$6.1M Buy
10,407
+1,150
+12% +$617K 3.21% 8
2025
Q1 		$4.81M Buy
9,257
+453
+5% +$257K 3.14% 7
2024
Q4 		$5.27M Buy
8,804
+454
+5% +$266K 2.91% 8
2024
Q3 		$4.76M Buy
8,350
+51
+0.6% +$28.1K 2.69% 8
2024
Q2 		$4.44M Buy
8,299
+208
+3% +$112K 2.94% 8
2024
Q1 		$4.5M Hold
8,091
– – 3.09% 8
2023
Q4 		$4.22M Sell
8,091
-40
-0.5% -$18.6K 3.06% 8
2023
Q3 		$3.71M Buy
8,131
+89
+1% +$42.7K 3.17% 6
2023
Q2 		$3.85M Sell
8,042
-1
-0% -$455 3.15% 7
2023
Q1 		$3.69M Sell
8,043
-54
-0.7% -$25.2K 3.34% 6
2022
Q4 		$3.59M Buy
8,097
+81
+1% +$35.8K 3.4% 6
2022
Q3 		$3.22M Buy
8,016
+105
+1% +$46.4K 3.47% 5
2022
Q2 		$3.27M Sell
7,911
-625
-7% -$282K 3.39% 6
2022
Q1 		$4.19M Sell
8,536
-155
-2% -$75.4K 3.42% 7
2021
Q4 		$4.5M Buy
8,691
+106
+1% +$53.9K 2.9% 9
2021
Q3 		$4.13M Buy
8,585
+526
+7% +$258K 3.08% 8
2021
Q2 		$3.96M Buy
8,059
+233
+3% +$115K 2.99% 11
2021
Q1 		$3.73M Buy
+7,826
New +$3.57M 3.23% 10

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

CMG Global Holdings's MDY Position: Q2 2026 in Review

CMG Global Holdings increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.1% in Q2 2026, buying an estimated $154K and bringing the position to 11,394 shares worth $8.01M. The position accounts for 3.4% of the portfolio, ranked #11.

CMG Global Holdings first reported a position in MDY in Q1 2021 and has held it in 22 quarters since. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • CMG Global Holdings held 11,394 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $8.01M as of Q2 2026.
  • CMG Global Holdings bought 230 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $154K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 3.4% of CMG Global Holdings's portfolio in Q2 2026, its #11 holding.
  • CMG Global Holdings first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 22 quarters since.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.