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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.65M Buy
2,345
+793
+51% +$531K 0.07% 248
2026
Q1
$957K Buy
1,552
+164
+12% +$104K 0.05% 321
2025
Q4
$837K Sell
1,388
-5
-0.4% -$2.99K 0.04% 322
2025
Q3
$830K Sell
1,393
-30
-2% -$17.6K 0.05% 311
2025
Q2
$806K Sell
1,423
-24
-2% -$12.9K 0.05% 310
2025
Q1
$772K Sell
1,447
-6
-0.4% -$3.41K 0.05% 297
2024
Q4
$828K Hold
1,453
0.06% 263
2024
Q3
$828K Sell
1,453
-21
-1% -$11.6K 0.06% 250
2024
Q2
$789K Sell
1,474
-39
-3% -$21K 0.06% 241
2024
Q1
$842K Sell
1,513
-5
-0.3% -$2.59K 0.07% 232
2023
Q4
$770K Sell
1,518
-66
-4% -$30.6K 0.07% 241
2023
Q3
$724K Sell
1,584
-1
-0.1% -$479 0.07% 240
2023
Q2
$759K Sell
1,585
-25
-2% -$11.4K 0.07% 230
2023
Q1
$738K Buy
+1,610
New +$750K 0.07% 224
2022
Q3
$679K Sell
1,691
-10
-0.6% -$4.42K 0.08% 208
2022
Q2
$703K Sell
1,701
-5
-0.3% -$2.26K 0.08% 204
2022
Q1
$837K Sell
1,706
-16
-0.9% -$7.78K 0.08% 199
2021
Q4
$893K Sell
1,722
-74
-4% -$37.6K 0.09% 198
2021
Q3
$864K Buy
1,796
+7
+0.4% +$3.44K 0.09% 198
2021
Q2
$879K Hold
1,789
0.09% 198
2021
Q1
$852K Buy
1,789
+40
+2% +$18.2K 0.1% 189
2020
Q4
$735K Sell
1,749
-30
-2% -$11.6K 0.09% 193
2020
Q3
$603K Sell
1,779
-229
-11% -$78.2K 0.09% 194
2020
Q2
$651K Sell
2,008
-40
-2% -$12.1K 0.11% 181
2020
Q1
$538K Buy
2,048
+158
+8% +$53.6K 0.1% 190
2019
Q4
$710K Sell
1,890
-386
-17% -$140K 0.12% 168
2019
Q3
$802K Sell
2,276
-211
-8% -$73.9K 0.14% 146
2019
Q2
$878K Sell
2,487
-78
-3% -$27.3K 0.16% 141
2019
Q1
$1.6M Sell
2,565
-604
-19% -$203K 0.19% 127
2018
Q4
$964K Buy
+3,169
New +$1.05M 0.21% 100
2018
Q1
$1.15M Sell
3,466
-2,753
-44% -$958K 0.22% 93
2017
Q4
$2.18M Buy
6,219
+1,399
+29% +$471K 0.41% 44
2017
Q3
$1.59M Buy
4,820
+2,559
+113% +$813K 0.33% 59
2017
Q2
$721K Buy
2,261
+763
+51% +$240K 0.16% 134
2017
Q1
$463K Sell
1,498
-4
-0.3% -$1.24K 0.11% 181
2016
Q4
$455K Sell
1,502
-95
-6% -$27.5K 0.15% 144
2016
Q3
$445K Buy
+1,597
New +$450K 0.16% 131
2016
Q1
$317K Buy
+16,578
New +$4.04M 0.24% 68

Other funds holding MDY

Cornerstone Wealth Management's MDY Position: Q2 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 51% in Q2 2026, buying an estimated $531K and bringing the position to 2,345 shares worth $1.65M. The position accounts for 0.07% of the portfolio, ranked #248.

Cornerstone Wealth Management first reported a position in MDY in Q1 2016 and has held it in 38 quarters since. The position peaked at $2.18M in Q4 2017. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Cornerstone Wealth Management held 2,345 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.65M as of Q2 2026.
  • Cornerstone Wealth Management bought 793 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $531K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Cornerstone Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Cornerstone Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2016 and has held it in 38 quarters since.
  • Cornerstone Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.18M in Q4 2017.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.