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

Cohen Klingenstein’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	$563K	Hold	800	–	–	0.02%	184
2026 Q1	$493K	Hold	800	–	–	0.02%	189
2025 Q4	$483K	Hold	800	–	–	0.01%	188
2025 Q3	$477K	Hold	800	–	–	0.01%	184
2025 Q2	$453K	Hold	800	–	–	0.02%	186
2025 Q1	$427K	Hold	800	–	–	0.02%	190
2024 Q4	$456K	Hold	800	–	–	0.02%	189
2024 Q3	$456K	Hold	800	–	–	0.02%	202
2024 Q2	$428K	Hold	800	–	–	0.02%	204
2024 Q1	$445K	Hold	800	–	–	0.02%	199
2023 Q4	$406K	Hold	800	–	–	0.02%	201
2023 Q3	$365K	Hold	800	–	–	0.02%	203
2023 Q2	$383K	Hold	800	–	–	0.02%	201
2023 Q1	$367K	Hold	800	–	–	0.02%	202
2022 Q4	$354K	Hold	800	–	–	0.02%	206
2022 Q3	$321K	Hold	800	–	–	0.02%	204
2022 Q2	$331K	Hold	800	–	–	0.02%	208
2022 Q1	$392K	Hold	800	–	–	0.02%	207
2021 Q4	$414K	Hold	800	–	–	0.02%	207
2021 Q3	$385K	Hold	800	–	–	0.02%	226
2021 Q2	$393K	Hold	800	–	–	0.02%	223
2021 Q1	$381K	Hold	800	–	–	0.02%	221
2020 Q4	$336K	Hold	800	–	–	0.02%	223
2020 Q3	$271K	Hold	800	–	–	0.02%	222
2020 Q2	$260K	Hold	800	–	–	0.02%	225
2020 Q1	$210K	Hold	800	–	–	0.02%	226
2019 Q4	$300K	Hold	800	–	–	0.02%	226
2019 Q3	$282K	Hold	800	–	–	0.02%	227
2019 Q2	$284K	Hold	800	–	–	0.02%	200
2019 Q1	$276K	Hold	800	–	–	0.02%	179
2018 Q4	$242K	Hold	800	–	–	0.04%	154
2018 Q3	$294K	Hold	800	–	–	0.04%	154
2018 Q2	$284K	Hold	800	–	–	0.04%	156
2018 Q1	$273K	Hold	800	–	–	0.04%	151
2017 Q4	$276K	Hold	800	–	–	0.04%	154
2017 Q3	$261K	Hold	800	–	–	0.04%	152
2017 Q2	$254K	Hold	800	–	–	0.04%	155
2017 Q1	$250K	Hold	800	–	–	0.04%	153
2016 Q4	$241K	Hold	800	–	–	0.04%	154
2016 Q3	$226K	Hold	800	–	–	0.04%	156
2016 Q2	$218K	Hold	800	–	–	0.04%	154
2016 Q1	$210K	Hold	800	–	–	0.04%	156
2015 Q4	$203K	Buy	+800	New	+$208K	0.04%	153
2015 Q3	–	Sell	-800	Closed	-$219K	–	156
2015 Q2	$219K	Hold	800	–	–	0.04%	154
2015 Q1	$222K	Hold	800	–	–	0.04%	150
2014 Q4	$211K	Buy	+800	New	+$205K	0.04%	152
2014 Q3	–	Sell	-800	Closed	-$208K	–	159
2014 Q2	$208K	Hold	800	–	–	0.04%	155
2014 Q1	$200K	Buy	+800	New	+$196K	0.04%	156

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

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

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

Cohen Klingenstein's MDY Position: Q2 2026 in Review

Cohen Klingenstein held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 800 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #184.

Cohen Klingenstein first reported a position in MDY in Q1 2014 and has held it in 48 quarters since. 724 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Cohen Klingenstein held 800 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $563K as of Q2 2026.
Cohen Klingenstein 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 0.02% of Cohen Klingenstein's portfolio in Q2 2026, its #184 holding.
Cohen Klingenstein first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2014 and has held it in 48 quarters since.
724 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.