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

Cornerstone Planning 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	$23K	Sell	33 -1	-3%	-$670	﹤0.01%	631
2026 Q1	$22.3K	Buy	34 +1	+3%	+$634	﹤0.01%	634
2025 Q4	$21.1K	Sell	33 -186,121	-100%	-$111M	﹤0.01%	572
2025 Q3	$11.8M	Buy	186,154 +186,121	+564,003%	+$109M	1.88%	15
2025 Q2	$19K	Hold	33	–	–	﹤0.01%	433
2025 Q1	$16.8K	Buy	+33	New	+$18.7K	﹤0.01%	449
2024 Q2	–	Sell	-30	Closed	-$16.1K	–	1307
2024 Q1	$16.1K	Hold	30	–	–	0.01%	324
2023 Q4	$15.2K	Hold	30	–	–	0.01%	356
2023 Q3	$13.7K	Hold	30	–	–	0.01%	361
2023 Q2	$14.4K	Buy	+30	New	+$13.7K	0.01%	527

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

Cornerstone Planning Group's MDY Position: Q2 2026 in Review

Cornerstone Planning Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.9% in Q2 2026, selling an estimated $670 and leaving 33 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Cornerstone Planning Group first reported a position in MDY in Q2 2023 and has held it in 10 quarters since. The position peaked at $11.8M in Q3 2025. 1,530 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Cornerstone Planning Group held 33 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $23K as of Q2 2026.
Cornerstone Planning Group sold 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #631 holding.
Cornerstone Planning Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and has held it in 10 quarters since.
Cornerstone Planning Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11.8M in Q3 2025.
1,530 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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