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

Crestwood Advisors Group’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 		$5.22M Sell
7,419
-302
-4% -$202K 0.08% 150
2026
Q1 		$4.76M Sell
7,721
-284
-4% -$180K 0.08% 147
2025
Q4 		$4.83M Sell
8,005
-610
-7% -$365K 0.08% 138
2025
Q3 		$5.13M Sell
8,615
-180
-2% -$106K 0.09% 135
2025
Q2 		$4.98M Buy
8,795
+5,868
+200% +$3.15M 0.09% 134
2025
Q1 		$1.56M Buy
2,927
+1,586
+118% +$900K 0.03% 221
2024
Q4 		$764K Hold
1,341
– – 0.01% 262
2024
Q3 		$764K Sell
1,341
-145
-10% -$79.9K 0.01% 253
2024
Q2 		$795K Sell
1,486
-82
-5% -$44.1K 0.02% 240
2024
Q1 		$872K Buy
1,568
+3
+0.2% +$1.55K 0.02% 228
2023
Q4 		$794K Hold
1,565
– – 0.02% 231
2023
Q3 		$715K Sell
1,565
-585
-27% -$280K 0.02% 221
2023
Q2 		$1.03M Buy
2,150
+1,490
+226% +$678K 0.03% 138
2023
Q1 		$303K Hold
660
– – 0.01% 223
2022
Q4 		$292K Sell
660
-220
-25% -$97.3K 0.01% 230
2022
Q3 		$353K Buy
880
+220
+33% +$97.2K 0.01% 212
2022
Q2 		$273K Sell
660
-208
-24% -$93.9K 0.01% 229
2022
Q1 		$426K Sell
868
-45
-5% -$21.9K 0.01% 210
2021
Q4 		$473K Buy
913
+230
+34% +$117K 0.01% 209
2021
Q3 		$328K Hold
683
– – 0.01% 222
2021
Q2 		$335K Hold
683
– – 0.01% 219
2021
Q1 		$325K Buy
+683
New +$311K 0.01% 212
2017
Q2 		– Sell
-175
Closed -$55K – 326
2017
Q1 		$55K Buy
+175
New +$54.3K ﹤0.01% 247

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

Crestwood Advisors Group's MDY Position: Q2 2026 in Review

Crestwood Advisors Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.9% in Q2 2026, selling an estimated $202K and leaving 7,419 shares worth $5.22M. The position accounts for 0.08% of the portfolio, ranked #150.

Crestwood Advisors Group first reported a position in MDY in Q1 2017 and has held it in 23 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Crestwood Advisors Group held 7,419 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.22M as of Q2 2026.
  • Crestwood Advisors Group sold 302 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $202K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Crestwood Advisors Group's portfolio in Q2 2026, its #150 holding.
  • Crestwood Advisors Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and has held it in 23 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 Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.