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

Boston Trust Walden’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	$295K	Sell	420 -225	-35%	-$151K	﹤0.01%	369
2026 Q1	$398K	Hold	645	–	–	﹤0.01%	350
2025 Q4	$389K	Hold	645	–	–	﹤0.01%	342
2025 Q3	$384K	Hold	645	–	–	﹤0.01%	351
2025 Q2	$365K	Hold	645	–	–	﹤0.01%	338
2025 Q1	$344K	Hold	645	–	–	﹤0.01%	339
2024 Q4	$367K	Hold	645	–	–	﹤0.01%	337
2024 Q3	$367K	Hold	645	–	–	﹤0.01%	333
2024 Q2	$345K	Hold	645	–	–	﹤0.01%	338
2024 Q1	$359K	Hold	645	–	–	﹤0.01%	337
2023 Q4	$327K	Hold	645	–	–	﹤0.01%	339
2023 Q3	$295K	Hold	645	–	–	﹤0.01%	336
2023 Q2	$309K	Hold	645	–	–	﹤0.01%	334
2023 Q1	$296K	Hold	645	–	–	﹤0.01%	335
2022 Q4	$286K	Buy	+645	New	+$285K	﹤0.01%	340
2022 Q2	–	Sell	-425	Closed	-$208K	–	379
2022 Q1	$208K	Hold	425	–	–	﹤0.01%	382
2021 Q4	$220K	Hold	425	–	–	﹤0.01%	381
2021 Q3	$204K	Hold	425	–	–	﹤0.01%	383
2021 Q2	$209K	Hold	425	–	–	﹤0.01%	384
2021 Q1	$202K	Buy	+425	New	+$194K	﹤0.01%	368

Other funds holding MDY

CCA

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

GAM

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

Boston Trust Walden's MDY Position: Q2 2026 in Review

Boston Trust Walden reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 35% in Q2 2026, selling an estimated $151K and leaving 420 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Boston Trust Walden first reported a position in MDY in Q1 2021 and has held it in 20 quarters since. The position peaked at $398K in Q1 2026. 713 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Boston Trust Walden held 420 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $295K as of Q2 2026.
Boston Trust Walden sold 225 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $151K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Boston Trust Walden's portfolio in Q2 2026, its #369 holding.
Boston Trust Walden first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 20 quarters since.
Boston Trust Walden's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $398K in Q1 2026.
713 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.