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

Cresset Asset Management’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	$8.81M	Sell	12,497 -2,271	-15%	-$1.52M	0.03%	312
2026 Q1	$9.13M	Sell	14,768 -11,526	-44%	-$7.3M	0.04%	272
2025 Q4	$15.9M	Buy	26,294 +2,344	+10%	+$1.4M	0.07%	184
2025 Q3	$14.3M	Buy	23,950 +2,380	+11%	+$1.4M	0.06%	186
2025 Q2	$12.3M	Sell	21,570 -1,638	-7%	-$879K	0.06%	189
2025 Q1	$12.4M	Sell	23,208 -12,925	-36%	-$7.34M	0.06%	194
2024 Q4	$20.6M	Sell	36,133 -14,187	-28%	-$8.32M	0.1%	128
2024 Q3	$28.7M	Sell	50,320 -687	-1%	-$378K	0.11%	122
2024 Q2	$27.4M	Buy	51,007 +14,568	+40%	+$7.83M	0.11%	118
2024 Q1	$20.3M	Buy	36,439 +14,190	+64%	+$7.35M	0.1%	141
2023 Q4	$11.3M	Sell	22,249 -993	-4%	-$461K	0.07%	195
2023 Q3	$10.6M	Buy	23,242 +218	+0.9%	+$104K	0.04%	202
2023 Q2	$11M	Buy	23,024 +2,893	+14%	+$1.32M	0.01%	248
2023 Q1	$9.24M	Buy	20,131 +472	+2%	+$220K	0.18%	81
2022 Q4	$2.74M	Buy	19,659 +503	+3%	+$222K	0.03%	172
2022 Q3	$7.71M	Buy	19,156 +267	+1%	+$118K	0.1%	92
2022 Q2	$7.82M	Buy	18,889 +13,747	+267%	+$6.21M	0.1%	89
2022 Q1	$2.53M	Buy	5,142 +204	+4%	+$99.3K	0.03%	220
2021 Q4	$2.56M	Sell	4,938 -618	-11%	-$314K	0.02%	257
2021 Q3	$2.68M	Buy	5,556 +867	+18%	+$426K	0.04%	182
2021 Q2	$2.31M	Buy	4,689 +558	+14%	+$275K	0.03%	182
2021 Q1	$1.97M	Buy	4,131 +100	+2%	+$45.6K	0.03%	178
2020 Q4	$1.7M	Buy	4,031 +1,685	+72%	+$649K	0.03%	177
2020 Q3	$798K	Hold	2,346	–	–	0.01%	264
2020 Q2	$766K	Sell	2,346 -2,906	-55%	-$881K	0.02%	254
2020 Q1	$1.39M	Buy	5,252 +1,852	+54%	+$628K	0.04%	149
2019 Q4	$1.29M	Buy	3,400 +1,636	+93%	+$591K	0.03%	179
2019 Q3	$624K	Buy	1,764 +597	+51%	+$209K	0.02%	235
2019 Q2	$415K	Sell	1,167 -546	-32%	-$191K	0.01%	279
2019 Q1	$595K	Sell	1,713 -2,360	-58%	-$794K	0.02%	160
2018 Q4	$1.24M	Buy	+4,073	New	+$1.36M	0.07%	62

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

Cresset Asset Management's MDY Position: Q2 2026 in Review

Cresset Asset Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 15% in Q2 2026, selling an estimated $1.52M and leaving 12,497 shares worth $8.81M. The position accounts for 0.03% of the portfolio, ranked #312.

Cresset Asset Management first reported a position in MDY in Q4 2018 and has held it in 31 quarters since. The position peaked at $28.7M in Q3 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Cresset Asset Management held 12,497 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $8.81M as of Q2 2026.
Cresset Asset Management sold 2,271 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.52M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Cresset Asset Management's portfolio in Q2 2026, its #312 holding.
Cresset Asset Management 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.
Cresset Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $28.7M in Q3 2024.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.