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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
Q3 		$1.62M Buy
2,472
+187
+8% +$129K 0.04% 282
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

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

CX Institutional's MDY Position: Q3 2026 in Review

CX Institutional increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 8.2% in Q3 2026, buying an estimated $129K and bringing the position to 2,472 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #282.

CX Institutional first reported a position in MDY in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.69M in Q2 2022. 91 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • CX Institutional held 2,472 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.62M as of Q3 2026.
  • CX Institutional bought 187 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $129K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of CX Institutional's portfolio in Q3 2026, its #282 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 21 quarters since.
  • CX Institutional's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.69M in Q2 2022.
  • 91 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.