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

Choate 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
Q1 		$1.24M Sell
2,013
-44
-2% -$27.9K 0.02% 211
2025
Q4 		$1.24M Sell
2,057
-232
-10% -$139K 0.02% 207
2025
Q3 		$1.36M Sell
2,289
-77
-3% -$45.2K 0.03% 179
2025
Q2 		$1.34M Buy
2,366
+182
+8% +$97.7K 0.03% 172
2025
Q1 		$1.17M Sell
2,184
-303
-12% -$172K 0.03% 167
2024
Q4 		$1.42M Buy
2,487
+723
+41% +$424K 0.03% 157
2024
Q3 		$1M Sell
1,764
-98
-5% -$54K 0.03% 196
2024
Q2 		$996K Sell
1,862
-110
-6% -$59.1K 0.03% 190
2024
Q1 		$1.1M Sell
1,972
-293
-13% -$152K 0.03% 192
2023
Q4 		$1.15M Hold
2,265
– – 0.04% 166
2023
Q3 		$1.03M Buy
2,265
+347
+18% +$166K 0.04% 154
2023
Q2 		$919K Sell
1,918
-60
-3% -$27.3K 0.04% 147
2023
Q1 		$907K Sell
1,978
-129
-6% -$60.1K 0.04% 133
2022
Q4 		$933K Buy
2,107
+99
+5% +$43.8K 0.06% 129
2022
Q3 		$807K Sell
2,008
-2
-0.1% -$883 0.05% 121
2022
Q2 		$831K Sell
2,010
-576
-22% -$260K 0.05% 127
2022
Q1 		$1.27M Sell
2,586
-177
-6% -$86.1K 0.07% 125
2021
Q4 		$1.43M Sell
2,763
-210
-7% -$107K 0.08% 102
2021
Q3 		$1.43M Sell
2,973
-165
-5% -$81K 0.09% 90
2021
Q2 		$1.54M Sell
3,138
-125
-4% -$61.7K 0.09% 86
2021
Q1 		$1.55M Buy
3,263
+154
+5% +$70.2K 0.1% 87
2020
Q4 		$1.3M Sell
3,109
-317
-9% -$122K 0.08% 87
2020
Q3 		$1.16M Sell
3,426
-490
-13% -$167K 0.08% 92
2020
Q2 		$1.27M Sell
3,916
-13,850
-78% -$4.2M 0.09% 85
2020
Q1 		$4.67M Sell
17,766
-505
-3% -$171K 0.37% 33
2019
Q4 		$6.86M Sell
18,271
-584
-3% -$211K 0.42% 31
2019
Q3 		$6.65M Sell
18,855
-700
-4% -$245K 0.41% 33
2019
Q2 		$6.93M Sell
19,555
-2,088
-10% -$730K 0.42% 34
2019
Q1 		$7.47M Sell
21,643
-5,627
-21% -$1.89M 0.44% 30
2018
Q4 		$8.25M Sell
27,270
-20,111
-42% -$6.69M 0.53% 27
2018
Q3 		$17.4M Sell
47,381
-6,211
-12% -$2.27M 0.96% 12
2018
Q2 		$19M Sell
53,592
-4,195
-7% -$1.47M 1.11% 15
2018
Q1 		$19.7M Sell
57,787
-2,737
-5% -$952K 1.06% 18
2017
Q4 		$20.9M Sell
60,524
-25,445
-30% -$8.57M 1.07% 17
2017
Q3 		$28.1M Sell
85,969
-9,903
-10% -$3.15M 1.52% 12
2017
Q2 		$30.5M Sell
95,872
-38,409
-29% -$12.1M 1.72% 10
2017
Q1 		$42M Sell
134,281
-57,816
-30% -$17.9M 2.45% 7
2016
Q4 		$58M Buy
192,097
+2,671
+1% +$772K 3.67% 6
2016
Q3 		$53.5M Sell
189,426
-205
-0.1% -$57.7K 3.5% 6
2016
Q2 		$51.6M Buy
189,631
+16,608
+10% +$4.44M 3.58% 5
2016
Q1 		$45.5M Buy
173,023
+98,849
+133% +$24.1M 3.14% 6
2015
Q4 		$19.6M Sell
74,174
-67,294
-48% -$17.5M 1.42% 14
2015
Q3 		$35.2M Buy
141,468
+3,434
+2% +$909K 2.4% 8
2015
Q2 		$37.7M Buy
138,034
+17,025
+14% +$4.73M 2.18% 9
2015
Q1 		$33.5M Buy
121,009
+46,500
+62% +$12.5M 1.9% 11
2014
Q4 		$19.7M Buy
74,509
+16,984
+30% +$4.35M 1.15% 14
2014
Q3 		$14.3M Sell
57,525
-22,766
-28% -$5.84M 0.87% 15
2014
Q2 		$20.9M Sell
80,291
-57,216
-42% -$14.3M 1.23% 13
2014
Q1 		$34.4M Sell
137,507
-31,861
-19% -$7.81M 2.13% 11
2013
Q4 		$41.4M Sell
169,368
-14,029
-8% -$3.3M 2.7% 11
2013
Q3 		$41.5M Buy
183,397
+23,736
+15% +$5.28M 3.07% 8
2013
Q2 		$33.5M Buy
+159,661
New +$33.8M 2.69% 8

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Choate Investment Advisors's MDY Position: Q1 2026 in Review

Choate Investment Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.1% in Q1 2026, selling an estimated $27.9K and leaving 2,013 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #211.

Choate Investment Advisors first reported a position in MDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $58M in Q4 2016. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Choate Investment Advisors held 2,013 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.24M as of Q1 2026.
  • Choate Investment Advisors sold 44 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $27.9K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Choate Investment Advisors's portfolio in Q1 2026, its #211 holding.
  • Choate Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • Choate Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $58M in Q4 2016.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.