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

CoreCap 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	$541K	Buy	824 +36	+5%	+$24.8K	0.02%	521
2026 Q2	$554K	Sell	788 -31	-4%	-$20.8K	0.02%	516
2026 Q1	$505K	Buy	819 +24	+3%	+$15.2K	0.02%	511
2025 Q4	$480K	Buy	795 +41	+5%	+$24.5K	0.02%	518
2025 Q3	$449K	Buy	754 +210	+39%	+$123K	0.02%	548
2025 Q2	$308K	Sell	544 -38	-7%	-$20.4K	0.01%	628
2025 Q1	$310K	Buy	582 +26	+5%	+$14.8K	0.01%	570
2024 Q4	$317K	Sell	556 -53	-9%	-$31.1K	0.01%	579
2024 Q3	$347K	Sell	609 -3,417	-85%	-$1.88M	0.02%	546
2024 Q2	$2.15M	Buy	4,026 +3,318	+469%	+$1.78M	0.22%	91
2024 Q1	$394K	Buy	708 +96	+16%	+$49.7K	0.02%	441
2023 Q4	$311K	Sell	612 -318	-34%	-$148K	0.02%	446
2023 Q3	$425K	Buy	930 +498	+115%	+$239K	0.03%	350
2023 Q2	$207K	Buy	+432	New	+$197K	0.01%	526
2022 Q4	$236K	Buy	+534	New	+$236K	0.02%	493
2022 Q3	–	Sell	-334	Closed	-$138K	–	1447
2022 Q2	$138K	Sell	334 -1,272	-79%	-$574K	0.01%	597
2022 Q1	$788K	Buy	1,606 +1,266	+372%	+$616K	0.05%	271
2021 Q4	$176K	Buy	+340	New	+$173K	0.01%	562

Other funds holding MDY

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

CoreCap Advisors's MDY Position: Q3 2026 in Review

CoreCap Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.6% in Q3 2026, buying an estimated $24.8K and bringing the position to 824 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #521.

CoreCap Advisors first reported a position in MDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.15M in Q2 2024. 446 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

CoreCap Advisors held 824 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $541K as of Q3 2026.
CoreCap Advisors bought 36 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $24.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #521 holding.
CoreCap Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 18 quarters since.
CoreCap Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.15M in Q2 2024.
446 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.