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CRA Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

CRA Financial Services’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 		$482K Sell
686
-36
-5% -$24.1K 0.06% 197
2026
Q1 		$445K Sell
722
-31
-4% -$19.6K 0.06% 194
2025
Q4 		$454K Hold
753
– – 0.06% 186
2025
Q3 		$449K Buy
753
+74
+11% +$43.4K 0.06% 185
2025
Q2 		$385K Hold
679
– – 0.06% 189
2025
Q1 		$362K Buy
679
+55
+9% +$31.2K 0.06% 182
2024
Q4 		$355K Hold
624
– – 0.06% 178
2024
Q3 		$355K Hold
624
– – 0.07% 171
2024
Q2 		$334K Hold
624
– – 0.07% 166
2024
Q1 		$347K Hold
624
– – 0.08% 157
2023
Q4 		$317K Sell
624
-5
-0.8% -$2.32K 0.08% 158
2023
Q3 		$287K Hold
629
– – 0.08% 154
2023
Q2 		$301K Buy
629
+10
+2% +$4.55K 0.08% 147
2023
Q1 		$284K Sell
619
-3
-0.5% -$1.4K 0.08% 154
2022
Q4 		$275K Sell
622
-67
-10% -$29.6K 0.09% 156
2022
Q3 		$277K Hold
689
– – 0.1% 147
2022
Q2 		$285K Buy
689
+8
+1% +$3.61K 0.1% 154
2022
Q1 		$334K Buy
681
+1
+0.1% +$487 0.1% 136
2021
Q4 		$352K Hold
680
– – 0.1% 138
2021
Q3 		$327K Buy
680
+35
+5% +$17.2K 0.11% 133
2021
Q2 		$317K Hold
645
– – 0.11% 136
2021
Q1 		$307K Sell
645
-134
-17% -$61.1K 0.12% 124
2020
Q4 		$327K Buy
779
+10
+1% +$3.85K 0.14% 111
2020
Q3 		$261K Buy
769
+1
+0.1% +$341 0.12% 116
2020
Q2 		$249K Hold
768
– – 0.13% 114
2020
Q1 		$202K Sell
768
-28
-4% -$9.49K 0.13% 121
2019
Q4 		$299K Buy
796
+70
+10% +$25.3K 0.16% 109
2019
Q3 		$256K Sell
726
-157
-18% -$55K 0.15% 117
2019
Q2 		$313K Hold
883
– – 0.19% 102
2019
Q1 		$305K Sell
883
-3
-0.3% -$1.01K 0.2% 106
2018
Q4 		$268K Buy
+886
New +$295K 0.19% 108

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CRA Financial Services's MDY Position: Q2 2026 in Review

CRA Financial Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5% in Q2 2026, selling an estimated $24.1K and leaving 686 shares worth $482K. The position accounts for 0.06% of the portfolio, ranked #197.

CRA Financial Services first reported a position in MDY in Q4 2018 and has held it in 31 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • CRA Financial Services held 686 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $482K as of Q2 2026.
  • CRA Financial Services sold 36 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $24.1K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of CRA Financial Services's portfolio in Q2 2026, its #197 holding.
  • CRA Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 31 quarters since.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.