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

Cornerstone Advisory’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	$214K	Buy	+304	New	+$204K	0.02%	258

Other funds holding MDY

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

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

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

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

Cornerstone Advisory's MDY Position: Q2 2026 in Review

Cornerstone Advisory opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 304 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings.

683 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Cornerstone Advisory held 304 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $214K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Cornerstone Advisory position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #258 holding.
683 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.