Cypress Wealth Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Cypress Wealth Services’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	$440K	Hold	626	–	–	0.05%	263
2026 Q1	$386K	Buy	626 +141	+29%	+$89.4K	0.05%	261
2025 Q4	$293K	Hold	485	–	–	0.04%	307
2025 Q3	$289K	Hold	485	–	–	0.05%	258
2025 Q2	$275K	Hold	485	–	–	0.05%	248
2025 Q1	$259K	Hold	485	–	–	0.05%	234
2024 Q4	$276K	Hold	485	–	–	0.06%	217
2024 Q3	$276K	Hold	485	–	–	0.06%	215
2024 Q2	$260K	Hold	485	–	–	0.06%	210
2024 Q1	$270K	Buy	+485	New	+$251K	0.06%	209

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cypress Wealth Services's MDY Position: Q2 2026 in Review

Cypress Wealth Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 626 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #263.

Cypress Wealth Services first reported a position in MDY in Q1 2024 and has held it in 10 quarters since. 487 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Cypress Wealth Services held 626 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $440K as of Q2 2026.
Cypress Wealth Services left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #263 holding.
Cypress Wealth Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 10 quarters since.
487 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.