CS
MDY icon

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

Crescent Sterling’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 		$3.63M Buy
5,163
+45
+0.9% +$30.1K 3.25% 8
2026
Q1 		$3.16M Buy
5,118
+154
+3% +$97.6K 3.05% 9
2025
Q4 		$2.99M Buy
4,964
+219
+5% +$131K 3.07% 8
2025
Q3 		$2.83M Buy
4,745
+262
+6% +$154K 2.97% 10
2025
Q2 		$2.54M Buy
4,483
+113
+3% +$60.6K 2.84% 11
2025
Q1 		$2.33M Buy
4,370
+247
+6% +$140K 2.39% 15
2024
Q4 		$2.35M Buy
4,123
+152
+4% +$89.1K 2.41% 14
2024
Q3 		$2.26M Buy
3,971
+74
+2% +$40.8K 2.15% 17
2024
Q2 		$2.09M Buy
3,897
+140
+4% +$75.3K 2% 18
2024
Q1 		$2.09M Buy
3,757
+52
+1% +$26.9K 1.91% 18
2023
Q4 		$1.88M Buy
3,705
+43
+1% +$20K 1.88% 19
2023
Q3 		$1.67M Sell
3,662
-101
-3% -$48.4K 1.77% 19
2023
Q2 		$1.8M Buy
3,763
+553
+17% +$252K 1.71% 19
2023
Q1 		$1.47M Buy
+3,210
New +$1.5M 1.43% 24

Other funds holding MDY

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Crescent Sterling's MDY Position: Q2 2026 in Review

Crescent Sterling increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.88% in Q2 2026, buying an estimated $30.1K and bringing the position to 5,163 shares worth $3.63M. The position accounts for 3.25% of the portfolio, ranked #8.

Crescent Sterling first reported a position in MDY in Q1 2023 and has held it in 14 quarters since. 909 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Crescent Sterling held 5,163 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.63M as of Q2 2026.
  • Crescent Sterling bought 45 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $30.1K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 3.25% of Crescent Sterling's portfolio in Q2 2026, its #8 holding.
  • Crescent Sterling first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 14 quarters since.
  • 909 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.