Birch Hill Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Birch Hill Investment 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 Q2	$334K	Hold	475	–	–	0.01%	171
2026 Q1	$293K	Hold	475	–	–	0.01%	171
2025 Q4	$287K	Hold	475	–	–	0.01%	176
2025 Q3	$283K	Hold	475	–	–	0.01%	173
2025 Q2	$269K	Hold	475	–	–	0.01%	173
2025 Q1	$253K	Sell	475 -3	-0.6%	-$1.7K	0.01%	171
2024 Q4	$272K	Hold	478	–	–	0.01%	170
2024 Q3	$272K	Hold	478	–	–	0.01%	162
2024 Q2	$256K	Hold	478	–	–	0.01%	157
2024 Q1	$266K	Hold	478	–	–	0.01%	153
2023 Q4	$243K	Sell	478 -58	-11%	-$26.9K	0.01%	146
2023 Q3	$245K	Hold	536	–	–	0.01%	143
2023 Q2	$257K	Buy	536 +58	+12%	+$26.4K	0.01%	142
2023 Q1	$219K	Sell	478 -53	-10%	-$24.7K	0.01%	151
2022 Q4	$235K	Hold	531	–	–	0.02%	142
2022 Q3	$213K	Hold	531	–	–	0.01%	142
2022 Q2	$220K	Hold	531	–	–	0.01%	143
2022 Q1	$260K	Hold	531	–	–	0.01%	147
2021 Q4	$275K	Hold	531	–	–	0.01%	152
2021 Q3	$255K	Hold	531	–	–	0.01%	154
2021 Q2	$261K	Sell	531 -40	-7%	-$19.7K	0.01%	147
2021 Q1	$272K	Sell	571 -12	-2%	-$5.47K	0.02%	137
2020 Q4	$245K	Buy	+583	New	+$225K	0.01%	138
2020 Q1	–	Sell	-583	Closed	-$219K	–	142
2019 Q4	$219K	Sell	583 -30	-5%	-$10.8K	0.01%	140
2019 Q3	$216K	Hold	613	–	–	0.02%	137
2019 Q2	$217K	Hold	613	–	–	0.02%	136
2019 Q1	$212K	Buy	+613	New	+$206K	0.02%	138
2018 Q4	–	Sell	-618	Closed	-$227K	–	143
2018 Q3	$227K	Hold	618	–	–	0.02%	143
2018 Q2	$219K	Hold	618	–	–	0.02%	134
2018 Q1	$211K	Sell	618 -10	-2%	-$3.48K	0.02%	136
2017 Q4	$217K	Hold	628	–	–	0.02%	128
2017 Q3	$205K	Buy	+628	New	+$200K	0.02%	126
2016 Q3	–	Sell	-780	Closed	-$212K	–	132
2016 Q2	$212K	Hold	780	–	–	0.02%	124
2016 Q1	$205K	Buy	+780	New	+$190K	0.02%	124
2015 Q3	–	Sell	-780	Closed	-$213K	–	135
2015 Q2	$213K	Hold	780	–	–	0.02%	134
2015 Q1	$216K	Hold	780	–	–	0.02%	132
2014 Q4	$206K	Buy	+780	New	+$200K	0.02%	136
2014 Q3	–	Sell	-780	Closed	-$203K	–	137
2014 Q2	$203K	Buy	+780	New	+$195K	0.02%	133

Other funds holding MDY

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Birch Hill Investment Advisors's MDY Position: Q2 2026 in Review

Birch Hill Investment Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 475 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #171.

Birch Hill Investment Advisors first reported a position in MDY in Q2 2014 and has held it in 38 quarters since. 972 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Birch Hill Investment Advisors held 475 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $334K as of Q2 2026.
Birch Hill Investment Advisors 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 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #171 holding.
Birch Hill Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2014 and has held it in 38 quarters since.
972 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.