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

Creative Financial Designs’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	$202K	Sell	327 -130	-28%	-$82.4K	0.01%	514
2025 Q4	$276K	Sell	457 -4	-0.9%	-$2.39K	0.02%	416
2025 Q3	$275K	Sell	461 -13	-3%	-$7.63K	0.02%	418
2025 Q2	$269K	Sell	474 -29	-6%	-$15.6K	0.02%	427
2025 Q1	$268K	Sell	503 -119	-19%	-$67.5K	0.02%	383
2024 Q4	$354K	Buy	622 +117	+23%	+$68.6K	0.03%	337
2024 Q3	$288K	Buy	505 +8	+2%	+$4.41K	0.02%	374
2024 Q2	$266K	Buy	497 +96	+24%	+$51.6K	0.02%	374
2024 Q1	$223K	Buy	401 +11	+3%	+$5.7K	0.02%	391
2023 Q4	$198K	Sell	390 -38	-9%	-$17.6K	0.02%	386
2023 Q3	$196K	Buy	428 +42	+11%	+$20.1K	0.02%	336
2023 Q2	$185K	Buy	386 +284	+278%	+$129K	0.02%	357
2023 Q1	$46.9K	Buy	102 +5	+5%	+$2.33K	0.01%	615
2022 Q4	$43.1K	Buy	97 +12	+14%	+$5.31K	0.01%	597
2022 Q3	$34K	Hold	85	–	–	0.01%	622
2022 Q2	$35K	Hold	85	–	–	0.01%	619
2022 Q1	$42K	Buy	85 +61	+254%	+$29.7K	0.01%	593
2021 Q4	$12K	Buy	+24	New	+$12.2K	﹤0.01%	863
2021 Q3	–	Sell	-30	Closed	-$15K	–	1433
2021 Q2	$15K	Buy	+30	New	+$14.8K	﹤0.01%	934
2021 Q1	–	Sell	-15	Closed	-$6.84K	–	1343
2020 Q4	$6K	Hold	15	–	–	﹤0.01%	951
2020 Q3	$5K	Hold	15	–	–	﹤0.01%	934
2020 Q2	$5K	Hold	15	–	–	﹤0.01%	871
2020 Q1	$4K	Hold	15	–	–	﹤0.01%	425
2019 Q4	$6K	Hold	15	–	–	﹤0.01%	450
2019 Q3	$5K	Buy	15 +6	+67%	+$2.1K	﹤0.01%	477
2019 Q2	$3K	Buy	+9	New	+$3.15K	﹤0.01%	493
2017 Q4	–	Sell	-1,263	Closed	-$412K	–	749
2017 Q3	$412K	Sell	1,263 -7	-0.6%	-$2.23K	0.24%	94
2017 Q2	$403K	Sell	1,270 -5	-0.4%	-$1.57K	0.26%	89
2017 Q1	$398K	Sell	1,275 -16	-1%	-$4.96K	0.29%	89
2016 Q4	$389K	Buy	+1,291	New	+$373K	0.32%	75

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

Creative Financial Designs's MDY Position: Q1 2026 in Review

Creative Financial Designs reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 28% in Q1 2026, selling an estimated $82.4K and leaving 327 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #514.

Creative Financial Designs first reported a position in MDY in Q4 2016 and has held it in 30 quarters since. The position peaked at $412K in Q3 2017. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Creative Financial Designs held 327 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $202K as of Q1 2026.
Creative Financial Designs sold 130 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $82.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #514 holding.
Creative Financial Designs first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 30 quarters since.
Creative Financial Designs's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $412K in Q3 2017.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.