Donaldson Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $300K | Buy |
+426
| New | +$285K | 0.01% | 262 |
|
|
2022
Q4 | – | Sell |
-662
| Closed | -$266K | – | 227 |
|
|
2022
Q3 | $266K | Hold |
662
| – | – | 0.01% | 196 |
|
|
2022
Q2 | $274K | Sell |
662
-50
| -7% | -$22.6K | 0.01% | 202 |
|
|
2022
Q1 | $349K | Sell |
712
-187
| -21% | -$91K | 0.02% | 213 |
|
|
2021
Q4 | $465K | Sell |
899
-10
| -1% | -$5.09K | 0.02% | 191 |
|
|
2021
Q3 | $437K | Sell |
909
-35
| -4% | -$17.2K | 0.02% | 187 |
|
|
2021
Q2 | $464K | Buy |
944
+20
| +2% | +$9.87K | 0.02% | 182 |
|
|
2021
Q1 | $440K | Sell |
924
-534
| -37% | -$243K | 0.02% | 185 |
|
|
2020
Q4 | $612K | Sell |
1,458
-15
| -1% | -$5.78K | 0.04% | 137 |
|
|
2020
Q3 | $499K | Buy |
1,473
+563
| +62% | +$192K | 0.03% | 146 |
|
|
2020
Q2 | $295K | Hold |
910
| – | – | 0.02% | 175 |
|
|
2020
Q1 | $239K | Sell |
910
-478
| -34% | -$162K | 0.02% | 174 |
|
|
2019
Q4 | $521K | Sell |
1,388
-100
| -7% | -$36.1K | 0.04% | 123 |
|
|
2019
Q3 | $524K | Sell |
1,488
-175
| -11% | -$61.3K | 0.04% | 120 |
|
|
2019
Q2 | $590K | Sell |
1,663
-105
| -6% | -$36.7K | 0.05% | 100 |
|
|
2019
Q1 | $611K | Sell |
1,768
-955
| -35% | -$321K | 0.05% | 98 |
|
|
2018
Q4 | $824K | Sell |
2,723
-700
| -20% | -$233K | 0.08% | 85 |
|
|
2018
Q3 | $1.26M | Buy |
3,423
+345
| +11% | +$126K | 0.11% | 75 |
|
|
2018
Q2 | $1.09M | Sell |
3,078
-110
| -3% | -$38.7K | 0.11% | 79 |
|
|
2018
Q1 | $1.09M | Buy |
3,188
+85
| +3% | +$29.6K | 0.11% | 80 |
|
|
2017
Q4 | $1.07M | Buy |
3,103
+420
| +16% | +$142K | 0.1% | 84 |
|
|
2017
Q3 | $876K | Buy |
2,683
+280
| +12% | +$89K | 0.09% | 87 |
|
|
2017
Q2 | $763K | Buy |
2,403
+100
| +4% | +$31.5K | 0.09% | 89 |
|
|
2017
Q1 | $720K | Buy |
2,303
+475
| +26% | +$147K | 0.08% | 92 |
|
|
2016
Q4 | $552K | Sell |
1,828
-299
| -14% | -$86.4K | 0.07% | 100 |
|
|
2016
Q3 | $600K | Buy |
2,127
+135
| +7% | +$38K | 0.08% | 85 |
|
|
2016
Q2 | $542K | Buy |
1,992
+4
| +0.2% | +$1.07K | 0.08% | 90 |
|
|
2016
Q1 | $522K | Sell |
1,988
-40
| -2% | -$9.74K | 0.08% | 87 |
|
|
2015
Q4 | $515K | Sell |
2,028
-129
| -6% | -$33.6K | 0.08% | 89 |
|
|
2015
Q3 | $537K | Sell |
2,157
-50
| -2% | -$13.2K | 0.08% | 90 |
|
|
2015
Q2 | $603K | Sell |
2,207
-125
| -5% | -$34.7K | 0.09% | 87 |
|
|
2015
Q1 | $647K | Buy |
2,332
+940
| +68% | +$253K | 0.09% | 82 |
|
|
2014
Q4 | $367K | Sell |
1,392
-295
| -17% | -$75.5K | 0.05% | 104 |
|
|
2014
Q3 | $421K | Sell |
1,687
-75
| -4% | -$19.2K | 0.07% | 94 |
|
|
2014
Q2 | $459K | Buy |
1,762
+35
| +2% | +$8.76K | 0.07% | 91 |
|
|
2014
Q1 | $433K | Buy |
1,727
+165
| +11% | +$40.5K | 0.08% | 81 |
|
|
2013
Q4 | $381K | Buy |
1,562
+130
| +9% | +$30.6K | 0.07% | 77 |
|
|
2013
Q3 | $324K | Buy |
1,432
+358
| +33% | +$79.6K | 0.07% | 77 |
|
|
2013
Q2 | $226K | Buy |
+1,074
| New | +$227K | 0.05% | 89 |
|
Other funds holding MDY
Donaldson Capital Management's MDY Position: Q2 2026 in Review
Donaldson Capital Management opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 426 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #262 among its holdings. This is a return to the name: Donaldson Capital Management previously reported a position in MDY as recently as Q3 2022.
Donaldson Capital Management first reported a position in MDY in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.26M in Q3 2018. 1,541 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Donaldson Capital Management held 426 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $300K as of Q2 2026.
- State Street SPDR S&P MIDCAP 400 ETF Trust was a new Donaldson Capital Management position in Q2 2026.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #262 holding.
- Donaldson Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 39 quarters since.
- Donaldson Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.26M in Q3 2018.
- 1,541 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.