Crescent Grove Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Crescent Grove Advisors’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	$229K	Hold	325	–	–	0.02%	269
2026 Q1	$201K	Buy	+325	New	+$206K	0.02%	297
2020 Q2	–	Sell	-861	Closed	-$227K	–	161
2020 Q1	$227K	Sell	861 -4,013	-82%	-$1.36M	0.05%	116
2019 Q4	$1.84M	Hold	4,874	–	–	0.32%	48
2019 Q3	$1.73M	Hold	4,874	–	–	0.33%	47
2019 Q2	$1.74M	Buy	4,874 +400	+9%	+$140K	0.33%	45
2019 Q1	$1.55M	Buy	4,474 +11	+0.2%	+$3.7K	0.32%	42
2018 Q4	$1.36M	Hold	4,463	–	–	0.29%	49
2018 Q3	$1.65M	Hold	4,463	–	–	0.36%	41
2018 Q2	$1.59M	Hold	4,463	–	–	0.4%	43
2018 Q1	$1.53M	Hold	4,463	–	–	0.37%	40
2017 Q4	$1.55M	Hold	4,463	–	–	0.39%	43
2017 Q3	$1.46M	Hold	4,463	–	–	0.38%	41
2017 Q2	$1.42M	Buy	+4,463	New	+$1.4M	0.41%	38

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

Crescent Grove Advisors's MDY Position: Q2 2026 in Review

Crescent Grove Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 325 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #269.

Crescent Grove Advisors first reported a position in MDY in Q2 2017 and has held it in 14 quarters since. The position peaked at $1.84M in Q4 2019. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Crescent Grove Advisors held 325 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $229K as of Q2 2026.
Crescent Grove Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Crescent Grove Advisors's portfolio in Q2 2026, its #269 holding.
Crescent Grove Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2017 and has held it in 14 quarters since.
Crescent Grove Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.84M in Q4 2019.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.