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

Colonial Trust 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	$30.8K	Hold	50	–	–	﹤0.01%	398
2025 Q4	$30.2K	Hold	50	–	–	﹤0.01%	403
2025 Q3	$29.8K	Hold	50	–	–	﹤0.01%	394
2025 Q2	$28.3K	Hold	50	–	–	﹤0.01%	405
2025 Q1	$26.7K	Hold	50	–	–	﹤0.01%	403
2024 Q4	$28.5K	Hold	50	–	–	﹤0.01%	376
2024 Q3	$28.5K	Hold	50	–	–	﹤0.01%	392
2024 Q2	$26.8K	Sell	50 -50	-50%	-$26.9K	﹤0.01%	388
2024 Q1	$55.6K	Hold	100	–	–	0.01%	312
2023 Q4	$50.7K	Hold	100	–	–	0.01%	316
2023 Q3	$45.7K	Hold	100	–	–	0.01%	336
2023 Q2	$47.9K	Hold	100	–	–	0.01%	338
2023 Q1	$45.8K	Hold	100	–	–	0.01%	341
2022 Q4	$44.3K	Hold	100	–	–	0.01%	344
2022 Q3	$40K	Buy	+100	New	+$44.2K	0.01%	238

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Colonial Trust Advisors's MDY Position: Q1 2026 in Review

Colonial Trust Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 50 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Colonial Trust Advisors first reported a position in MDY in Q3 2022 and has held it in 15 quarters since. The position peaked at $55.6K in Q1 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Colonial Trust Advisors held 50 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $30.8K as of Q1 2026.
Colonial Trust Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #398 holding.
Colonial Trust Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $55.6K in Q1 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.