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

Court Place 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
2025
Q3 		$5.36M Sell
8,995
-139
-2% -$81.6K 1.61% 19
2025
Q2 		$5.17M Sell
9,134
-375
-4% -$201K 1.63% 18
2025
Q1 		$5.07M Buy
9,509
+35
+0.4% +$19.9K 1.68% 17
2024
Q4 		$5.4M Sell
9,474
-299
-3% -$175K 1.75% 16
2024
Q3 		$5.57M Buy
9,773
+946
+11% +$521K 1.62% 15
2024
Q2 		$4.72M Buy
8,827
+181
+2% +$97.3K 1.48% 17
2024
Q1 		$4.81M Sell
8,646
-438
-5% -$227K 1.55% 14
2023
Q4 		$4.61M Buy
9,084
+302
+3% +$140K 1.51% 15
2023
Q3 		$4.01M Buy
8,782
+331
+4% +$159K 1.42% 17
2023
Q2 		$4.05M Sell
8,451
-44
-0.5% -$20K 1.42% 17
2023
Q1 		$3.89M Sell
8,495
-118
-1% -$55K 1.41% 19
2022
Q4 		$3.81M Buy
8,613
+70
+0.8% +$31K 1.38% 20
2022
Q3 		$3.43M Buy
8,543
+200
+2% +$88.3K 1.38% 18
2022
Q2 		$3.45M Buy
8,343
+6
+0.1% +$2.71K 1.31% 21
2022
Q1 		$4.09M Sell
8,337
-444
-5% -$216K 1.32% 19
2021
Q4 		$4.55M Sell
8,781
-158
-2% -$80.4K 1.25% 18
2021
Q3 		$4.3M Buy
8,939
+291
+3% +$143K 1.27% 18
2021
Q2 		$4.25M Buy
8,648
+375
+5% +$185K 1.24% 19
2021
Q1 		$3.94M Sell
8,273
-198
-2% -$90.3K 1.22% 19
2020
Q4 		$3.56M Sell
8,471
-109
-1% -$42K 1.19% 20
2020
Q3 		$2.91M Sell
8,580
-42
-0.5% -$14.3K 1.09% 24
2020
Q2 		$2.8M Buy
8,622
+230
+3% +$69.7K 1.09% 24
2020
Q1 		$2.21M Sell
8,392
-25
-0.3% -$8.48K 0.99% 27
2019
Q4 		$3.16M Buy
8,417
+265
+3% +$95.8K 1.14% 25
2019
Q3 		$2.87M Buy
8,152
+431
+6% +$151K 1.11% 25
2019
Q2 		$2.74M Buy
7,721
+14
+0.2% +$4.89K 1.08% 24
2019
Q1 		$2.66M Sell
7,707
-20
-0.3% -$6.73K 1.08% 24
2018
Q4 		$2.34M Buy
7,727
+133
+2% +$44.3K 1.07% 26
2018
Q3 		$2.79M Sell
7,594
-7
-0.1% -$2.56K 1.06% 30
2018
Q2 		$2.7M Sell
7,601
-44
-0.6% -$15.5K 1.12% 26
2018
Q1 		$2.61M Buy
7,645
+895
+13% +$311K 1.09% 28
2017
Q4 		$2.33M Buy
6,750
+5
+0.1% +$1.69K 0.96% 35
2017
Q3 		$2.2M Buy
6,745
+173
+3% +$55K 0.98% 34
2017
Q2 		$2.09M Buy
6,572
+44
+0.7% +$13.9K 0.99% 34
2017
Q1 		$2.04M Sell
6,528
-34
-0.5% -$10.6K 1% 31
2016
Q4 		$1.98M Hold
6,562
– – 1.03% 31
2016
Q3 		$1.85M Sell
6,562
-60
-0.9% -$16.9K 1.03% 31
2016
Q2 		$1.8M Buy
6,622
+160
+2% +$42.8K 1.04% 30
2016
Q1 		$1.7M Buy
6,462
+369
+6% +$89.8K 1.05% 30
2015
Q4 		$1.55M Buy
6,093
+38
+0.6% +$9.89K 0.99% 32
2015
Q3 		$1.51M Hold
6,055
– – 1.04% 32
2015
Q2 		$1.65M Hold
6,055
– – 1.05% 31
2015
Q1 		$1.68M Buy
6,055
+35
+0.6% +$9.43K 1.07% 29
2014
Q4 		$1.59M Hold
6,020
– – 1.03% 32
2014
Q3 		$1.5M Hold
6,020
– – 1.02% 33
2014
Q2 		$1.57M Hold
6,020
– – 1.09% 29
2014
Q1 		$1.51M Buy
6,020
+10
+0.2% +$2.45K 1.09% 32
2013
Q4 		$1.47M Buy
+6,010
New +$1.41M 1.12% 31

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Court Place Advisors's MDY Position: Q3 2025 in Review

Court Place Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.5% in Q3 2025, selling an estimated $81.6K and leaving 8,995 shares worth $5.36M. The position accounts for 1.61% of the portfolio, ranked #19.

Court Place Advisors first reported a position in MDY in Q4 2013 and has held it in 48 quarters since. The position peaked at $5.57M in Q3 2024. 1,364 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

  • Court Place Advisors held 8,995 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.36M as of Q3 2025.
  • Court Place Advisors sold 139 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2025, an estimated $81.6K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.61% of Court Place Advisors's portfolio in Q3 2025, its #19 holding.
  • Court Place Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 48 quarters since.
  • Court Place Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.57M in Q3 2024.
  • 1,364 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.