Clifford Swan Investment Counsel’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Clifford Swan Investment Counsel’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	$1.32M	Hold	1,870	–	–	0.04%	170
2026 Q1	$1.15M	Hold	1,870	–	–	0.04%	170
2025 Q4	$1.13M	Hold	1,870	–	–	0.04%	175
2025 Q3	$1.11M	Hold	1,870	–	–	0.04%	175
2025 Q2	$1.06M	Hold	1,870	–	–	0.04%	173
2025 Q1	$998K	Hold	1,870	–	–	0.04%	176
2024 Q4	$1.07M	Sell	1,870 -10	-0.5%	-$5.86K	0.04%	173
2024 Q3	$1.07M	Sell	1,880 -47	-2%	-$25.9K	0.04%	178
2024 Q2	$1.03M	Sell	1,927 -32	-2%	-$17.2K	0.04%	174
2024 Q1	$1.09M	Sell	1,959 -20	-1%	-$10.4K	0.04%	170
2023 Q4	$1M	Hold	1,979	–	–	0.04%	174
2023 Q3	$904K	Sell	1,979 -33	-2%	-$15.8K	0.04%	179
2023 Q2	$964K	Hold	2,012	–	–	0.04%	174
2023 Q1	$922K	Sell	2,012 -77	-4%	-$35.9K	0.04%	175
2022 Q4	$925K	Hold	2,089	–	–	0.04%	171
2022 Q3	$839K	Hold	2,089	–	–	0.04%	175
2022 Q2	$864K	Hold	2,089	–	–	0.04%	179
2022 Q1	$1.02M	Sell	2,089 -10	-0.5%	-$4.87K	0.04%	177
2021 Q4	$1.09M	Sell	2,099 -142	-6%	-$72.2K	0.04%	182
2021 Q3	$1.17M	Buy	2,241 +150	+7%	+$73.7K	0.04%	178
2021 Q2	$1.02M	Hold	2,091	–	–	0.04%	180
2021 Q1	$995K	Sell	2,091 -150	-7%	-$68.4K	0.04%	179
2020 Q4	$941K	Sell	2,241 -250	-10%	-$96.3K	0.04%	176
2020 Q3	$844K	Buy	2,491 +15	+0.6%	+$5.12K	0.04%	181
2020 Q2	$803K	Hold	2,476	–	–	0.04%	178
2020 Q1	$651K	Hold	2,476	–	–	0.04%	180
2019 Q4	$929K	Hold	2,476	–	–	0.04%	172
2019 Q3	$873K	Sell	2,476 -11	-0.4%	-$3.85K	0.05%	170
2019 Q2	$882K	Buy	2,487 +424	+21%	+$148K	0.05%	166
2019 Q1	$713K	Hold	2,063	–	–	0.04%	180
2018 Q4	$624K	Sell	2,063 -10	-0.5%	-$3.33K	0.04%	186
2018 Q3	$762K	Hold	2,073	–	–	0.04%	172
2018 Q2	$736K	Hold	2,073	–	–	0.04%	174
2018 Q1	$708K	Hold	2,073	–	–	0.04%	178
2017 Q4	$716K	Sell	2,073 -492	-19%	-$166K	0.04%	183
2017 Q3	$837K	Hold	2,565	–	–	0.05%	170
2017 Q2	$815K	Sell	2,565 -40	-2%	-$12.6K	0.05%	173
2017 Q1	$814K	Sell	2,605 -65	-2%	-$20.2K	0.05%	165
2016 Q4	$806K	Hold	2,670	–	–	0.05%	159
2016 Q3	$754K	Buy	2,670 +40	+2%	+$11.3K	0.05%	161
2016 Q2	$716K	Hold	2,630	–	–	0.05%	157
2016 Q1	$691K	Hold	2,630	–	–	0.05%	166
2015 Q4	$668K	Hold	2,630	–	–	0.05%	175
2015 Q3	$655K	Hold	2,630	–	–	0.05%	169
2015 Q2	$719K	Hold	2,630	–	–	0.05%	164
2015 Q1	$729K	Hold	2,630	–	–	0.05%	161
2014 Q4	$694K	Hold	2,630	–	–	0.05%	165
2014 Q3	$656K	Hold	2,630	–	–	0.04%	165
2014 Q2	$685K	Hold	2,630	–	–	0.05%	163
2014 Q1	$659K	Hold	2,630	–	–	0.05%	159
2013 Q4	$642K	Hold	2,630	–	–	0.05%	151
2013 Q3	$595K	Hold	2,630	–	–	0.05%	148
2013 Q2	$553K	Buy	+2,630	New	+$556K	0.05%	148

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clifford Swan Investment Counsel's MDY Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,870 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #170.

Clifford Swan Investment Counsel first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Clifford Swan Investment Counsel held 1,870 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.32M as of Q2 2026.
Clifford Swan Investment Counsel 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 0.04% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #170 holding.
Clifford Swan Investment Counsel 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.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.