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

Community Financial Services Group’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	$122K	Hold	175	–	–	0.02%	158
2026 Q1	$109K	Buy	+175	New	+$111K	0.02%	142
2015 Q4	–	Sell	-346	Closed	-$87K	–	158
2015 Q3	$87K	Hold	346	–	–	0.04%	98
2015 Q2	$95K	Hold	346	–	–	0.05%	99
2015 Q1	$96K	Buy	346 +175	+102%	+$47.2K	0.05%	94
2014 Q4	$45K	Hold	171	–	–	0.02%	138
2014 Q3	$43K	Hold	171	–	–	0.02%	128
2014 Q2	$45K	Hold	171	–	–	0.02%	122
2014 Q1	$43K	Buy	+171	New	+$41.9K	0.02%	121
2013 Q4	–	Sell	-171	Closed	-$39K	–	136
2013 Q3	$39K	Hold	171	–	–	0.02%	120
2013 Q2	$36K	Buy	+171	New	+$36.2K	0.02%	127

Other funds holding MDY

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Community Financial Services Group's MDY Position: Q2 2026 in Review

Community Financial Services Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 175 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #158.

Community Financial Services Group first reported a position in MDY in Q2 2013 and has held it in 11 quarters since. 291 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Community Financial Services Group held 175 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $122K as of Q2 2026.
Community Financial Services Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #158 holding.
Community Financial Services Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 11 quarters since.
291 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.