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

Commonwealth Financial Services’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	$474K	Sell	674 -10	-1%	-$6.7K	0.06%	151
2026 Q1	$422K	Sell	684 -15	-2%	-$9.51K	0.07%	135
2025 Q4	$422K	Sell	699 -1	-0.1%	-$598	0.07%	138
2025 Q3	$417K	Sell	700 -58	-8%	-$34K	0.07%	132
2025 Q2	$429K	Sell	758 -137	-15%	-$73.5K	0.08%	124
2025 Q1	$478K	Buy	895 +180	+25%	+$102K	0.1%	113
2024 Q4	$408K	Buy	715 +12	+2%	+$7.03K	0.08%	121
2024 Q3	$397K	Hold	703	–	–	0.08%	117
2024 Q2	$373K	Buy	703 +1	+0.1%	+$538	0.08%	113
2024 Q1	$356K	Hold	702	–	–	0.08%	120
2023 Q4	$356K	Sell	702 -22	-3%	-$10.2K	0.08%	118
2023 Q3	$331K	Buy	+724	New	+$347K	0.1%	125
2017 Q1	$142K	Sell	460 -11,228	-96%	-$3.48M	0.15%	64
2016 Q4	$3.56M	Sell	11,688 -214	-2%	-$61.9K	3.51%	7
2016 Q3	$3.36M	Buy	11,902 +8,321	+232%	+$2.34M	3.16%	9
2016 Q2	$975K	Buy	3,581 +3,254	+995%	+$870K	1.15%	12
2016 Q1	$86K	Hold	327	–	–	0.13%	63
2015 Q4	$83K	Sell	327 -45,219	-99%	-$11.8M	0.28%	60
2015 Q3	$11.3M	Buy	45,546 +4,580	+11%	+$1.21M	13.23%	3
2015 Q2	$11.2M	Buy	40,966 +39,785	+3,369%	+$11.1M	12.13%	2
2015 Q1	$327K	Buy	1,181 +1,038	+726%	+$280K	0.29%	45
2014 Q4	$38K	Buy	+143	New	+$36.6K	0.03%	93

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Financial Services's MDY Position: Q2 2026 in Review

Commonwealth Financial Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.5% in Q2 2026, selling an estimated $6.7K and leaving 674 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #151.

Commonwealth Financial Services first reported a position in MDY in Q4 2014 and has held it in 22 quarters since. The position peaked at $11.3M in Q3 2015. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Commonwealth Financial Services held 674 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $474K as of Q2 2026.
Commonwealth Financial Services sold 10 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $6.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Commonwealth Financial Services's portfolio in Q2 2026, its #151 holding.
Commonwealth Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 22 quarters since.
Commonwealth Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11.3M in Q3 2015.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.