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

Cornerstone Wealth 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 Q1	$552K	Buy	830 +276	+50%	+$175K	0.04%	221
2025 Q4	$334K	Hold	554	–	–	0.02%	263
2025 Q3	$330K	Hold	554	–	–	0.02%	251
2025 Q2	$314K	Buy	554 +106	+24%	+$56.9K	0.02%	241
2025 Q1	$239K	Hold	448	–	–	0.02%	254
2024 Q4	$255K	Hold	448	–	–	0.02%	234
2024 Q3	$255K	Hold	448	–	–	0.02%	221
2024 Q2	$240K	Hold	448	–	–	0.02%	220
2024 Q1	$249K	Buy	+448	New	+$232K	0.02%	209

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Wealth Group's MDY Position: Q1 2026 in Review

Cornerstone Wealth Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 50% in Q1 2026, buying an estimated $175K and bringing the position to 830 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #221.

Cornerstone Wealth Group first reported a position in MDY in Q1 2024 and has held it in 9 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Cornerstone Wealth Group held 830 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $552K as of Q1 2026.
Cornerstone Wealth Group bought 276 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $175K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Cornerstone Wealth Group's portfolio in Q1 2026, its #221 holding.
Cornerstone Wealth Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 9 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.