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

CWS Financial 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 Q1	$2.05M	Buy	3,325 +12	+0.4%	+$7.6K	0.53%	29
2025 Q4	$2M	Buy	3,313 +9	+0.3%	+$5.38K	0.54%	29
2025 Q3	$1.97M	Sell	3,304 -15	-0.5%	-$8.8K	0.55%	28
2025 Q2	$1.88M	Hold	3,319	–	–	0.55%	27
2025 Q1	$1.77M	Hold	3,319	–	–	0.56%	28
2024 Q4	$1.89M	Buy	+3,319	New	+$1.95M	0.61%	25

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

CWS Financial Advisors's MDY Position: Q1 2026 in Review

CWS Financial Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.36% in Q1 2026, buying an estimated $7.6K and bringing the position to 3,325 shares worth $2.05M. The position accounts for 0.53% of the portfolio, ranked #29.

CWS Financial Advisors first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

CWS Financial Advisors held 3,325 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.05M as of Q1 2026.
CWS Financial Advisors bought 12 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $7.6K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.53% of CWS Financial Advisors's portfolio in Q1 2026, its #29 holding.
CWS Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 6 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.