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Chesley Taft & Associates’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Chesley Taft & Associates’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 		$10.1M Sell
14,342
-20
-0.1% -$13.4K 0.39% 61
2026
Q1 		$8.86M Sell
14,362
-206
-1% -$131K 0.37% 66
2025
Q4 		$8.79M Buy
14,568
+1,080
+8% +$646K 0.35% 67
2025
Q3 		$8.04M Sell
13,488
-245
-2% -$144K 0.34% 67
2025
Q2 		$7.78M Sell
13,733
-133
-1% -$71.4K 0.35% 69
2025
Q1 		$7.4M Sell
13,866
-145
-1% -$82.3K 0.36% 70
2024
Q4 		$7.98M Sell
14,011
-70
-0.5% -$41K 0.37% 64
2024
Q3 		$8.02M Sell
14,081
-45
-0.3% -$24.8K 0.38% 63
2024
Q2 		$7.56M Buy
14,126
+446
+3% +$240K 0.38% 63
2024
Q1 		$7.61M Sell
13,680
-40
-0.3% -$20.7K 0.39% 64
2023
Q4 		$6.96M Buy
13,720
+230
+2% +$107K 0.39% 62
2023
Q3 		$6.16M Sell
13,490
-40
-0.3% -$19.2K 0.4% 60
2023
Q2 		$6.48M Hold
13,530
– – 0.4% 63
2023
Q1 		$6.2M Buy
13,530
+121
+0.9% +$56.4K 0.41% 65
2022
Q4 		$5.94M Buy
13,409
+179
+1% +$79.2K 0.41% 65
2022
Q3 		$5.31M Buy
13,230
+70
+0.5% +$30.9K 0.39% 65
2022
Q2 		$5.44M Sell
13,160
-235
-2% -$106K 0.37% 70
2022
Q1 		$6.35M Sell
13,395
-380
-3% -$185K 0.37% 66
2021
Q4 		$7.13M Sell
13,775
-31
-0.2% -$15.8K 0.37% 68
2021
Q3 		$6.64M Hold
13,806
– – 0.38% 71
2021
Q2 		$6.78M Hold
13,806
– – 0.39% 69
2021
Q1 		$6.71M Hold
13,806
– – 0.4% 68
2020
Q4 		$5.8M Buy
13,806
+21
+0.2% +$8.09K 0.37% 68
2020
Q3 		$4.67M Sell
13,785
-750
-5% -$256K 0.33% 71
2020
Q2 		$4.72M Sell
14,535
-215
-1% -$65.2K 0.36% 70
2020
Q1 		$3.88M Sell
14,750
-9,118
-38% -$3.09M 0.35% 73
2019
Q4 		$8.96M Sell
23,868
-1,250
-5% -$452K 0.64% 44
2019
Q3 		$8.85M Buy
25,118
+835
+3% +$293K 0.69% 43
2019
Q2 		$8.61M Sell
24,283
-100
-0.4% -$34.9K 0.67% 46
2019
Q1 		$8.42M Buy
24,383
+550
+2% +$185K 0.7% 45
2018
Q4 		$7.21M Sell
23,833
-335
-1% -$112K 0.7% 45
2018
Q3 		$8.88M Buy
24,168
+375
+2% +$137K 0.71% 48
2018
Q2 		$8.45M Sell
23,793
-185
-0.8% -$65K 0.73% 47
2018
Q1 		$8.19M Sell
23,978
-150
-0.6% -$52.2K 0.73% 45
2017
Q4 		$8.33M Sell
24,128
-45
-0.2% -$15.2K 0.71% 47
2017
Q3 		$7.89M Sell
24,173
-250
-1% -$79.5K 0.68% 51
2017
Q2 		$7.76M Sell
24,423
-143
-0.6% -$45K 0.7% 47
2017
Q1 		$7.67M Sell
24,566
-174
-0.7% -$54K 0.72% 43
2016
Q4 		$7.46M Buy
24,740
+200
+0.8% +$57.8K 0.74% 43
2016
Q3 		$6.93M Buy
24,540
+25
+0.1% +$7.04K 0.7% 46
2016
Q2 		$6.67M Buy
24,515
+75
+0.3% +$20K 0.68% 46
2016
Q1 		$6.42M Buy
24,440
+185
+0.8% +$45K 0.68% 47
2015
Q4 		$6.16M Sell
24,255
-875
-3% -$228K 0.65% 48
2015
Q3 		$6.25M Buy
25,130
+25
+0.1% +$6.62K 0.68% 50
2015
Q2 		$6.86M Buy
25,105
+175
+0.7% +$48.6K 0.7% 50
2015
Q1 		$6.91M Buy
24,930
+715
+3% +$193K 0.71% 49
2014
Q4 		$6.39M Buy
24,215
+350
+1% +$89.6K 0.65% 53
2014
Q3 		$5.95M Sell
23,865
-50
-0.2% -$12.8K 0.62% 57
2014
Q2 		$6.23M Buy
23,915
+150
+0.6% +$37.6K 0.64% 56
2014
Q1 		$5.96M Buy
23,765
+575
+2% +$141K 0.64% 57
2013
Q4 		$5.66M Buy
23,190
+225
+1% +$52.9K 0.56% 62
2013
Q3 		$5.2M Sell
22,965
-163
-0.7% -$36.2K 0.57% 65
2013
Q2 		$4.86M Buy
+23,128
New +$4.89M 0.56% 63

Other funds holding MDY

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Chesley Taft & Associates's MDY Position: Q2 2026 in Review

Chesley Taft & Associates reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.14% in Q2 2026, selling an estimated $13.4K and leaving 14,342 shares worth $10.1M. The position accounts for 0.39% of the portfolio, ranked #61.

Chesley Taft & Associates first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. 291 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Chesley Taft & Associates held 14,342 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $10.1M as of Q2 2026.
  • Chesley Taft & Associates sold 20 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $13.4K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.39% of Chesley Taft & Associates's portfolio in Q2 2026, its #61 holding.
  • Chesley Taft & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 53 quarters since.
  • 291 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.