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

CX Institutional’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	$1.61M	Buy	2,285 +1,143	+100%	+$765K	0.05%	277
2026 Q1	$705K	Sell	1,142 -34	-3%	-$21.5K	0.02%	401
2025 Q4	$709K	Buy	1,176 +100	+9%	+$59.8K	0.02%	337
2025 Q3	$641K	Buy	1,076 +431	+67%	+$253K	0.02%	373
2025 Q2	$365K	Sell	645 -1,290	-67%	-$692K	0.01%	450
2025 Q1	$1.03M	Sell	1,935 -74	-4%	-$42K	0.04%	261
2024 Q4	$1.14M	Sell	2,009 -330	-14%	-$193K	0.05%	237
2024 Q3	$1.33M	Sell	2,339 -154	-6%	-$84.8K	0.06%	244
2024 Q2	$1.33M	Hold	2,493	–	–	0.06%	236
2024 Q1	$1.39M	Hold	2,493	–	–	0.07%	232
2023 Q4	$1.26M	Buy	2,493 +21	+0.8%	+$9.75K	0.07%	231
2023 Q3	$1.13M	Hold	2,472	–	–	0.06%	237
2023 Q2	$1.18M	Hold	2,472	–	–	0.06%	251
2023 Q1	$1.13M	Hold	2,472	–	–	0.06%	263
2022 Q4	$1.09M	Sell	2,472 -491	-17%	-$217K	0.07%	264
2022 Q3	$1.19M	Sell	2,963 -3,541	-54%	-$1.56M	0.08%	237
2022 Q2	$2.69M	Buy	+6,504	New	+$2.94M	0.2%	127
2019 Q3	–	Sell	-296	Closed	-$105K	–	891
2019 Q2	$105K	Hold	296	–	–	0.02%	266
2019 Q1	$102K	Sell	296 -232	-44%	-$78K	0.02%	269
2018 Q4	$160K	Buy	+528	New	+$176K	0.03%	179

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

CX Institutional's MDY Position: Q2 2026 in Review

CX Institutional increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 100% in Q2 2026, buying an estimated $765K and bringing the position to 2,285 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #277.

CX Institutional first reported a position in MDY in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.69M in Q2 2022. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

CX Institutional held 2,285 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.61M as of Q2 2026.
CX Institutional bought 1,143 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $765K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of CX Institutional's portfolio in Q2 2026, its #277 holding.
CX Institutional first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 20 quarters since.
CX Institutional's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.69M in Q2 2022.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.