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

Dorsey & Whitney Trust’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	$1.24M	Hold	2,004	–	–	0.07%	247
2025 Q4	$1.21M	Hold	2,004	–	–	0.06%	247
2025 Q3	$1.19M	Hold	2,004	–	–	0.06%	248
2025 Q2	$1.14M	Hold	2,004	–	–	0.06%	254
2025 Q1	$1.07M	Hold	2,004	–	–	0.06%	248
2024 Q4	$1.14M	Sell	2,004 -230	-10%	-$135K	0.06%	240
2024 Q3	$1.27M	Hold	2,234	–	–	0.07%	228
2024 Q2	$1.2M	Hold	2,234	–	–	0.08%	197
2024 Q1	$1.24M	Sell	2,234 -2,164	-49%	-$1.12M	0.08%	194
2023 Q4	$2.23M	Buy	4,398 +2,164	+97%	+$1M	0.17%	125
2023 Q3	$1.02M	Hold	2,234	–	–	0.09%	200
2023 Q2	$1.07M	Sell	2,234 -16	-0.7%	-$7.29K	0.09%	200
2023 Q1	$1.03M	Hold	2,250	–	–	0.09%	196
2022 Q4	$996K	Hold	2,250	–	–	0.1%	194
2022 Q3	$903K	Hold	2,250	–	–	0.09%	193
2022 Q2	$930K	Hold	2,250	–	–	0.09%	194
2022 Q1	$1.1M	Sell	2,250 -80	-3%	-$38.9K	0.1%	183
2021 Q4	$1.21M	Sell	2,330 -338	-13%	-$172K	0.1%	177
2021 Q3	$1.28M	Hold	2,668	–	–	0.12%	158
2021 Q2	$1.31M	Hold	2,668	–	–	0.12%	158
2021 Q1	$1.27M	Sell	2,668 -25	-0.9%	-$11.4K	0.13%	164
2020 Q4	$1.13M	Sell	2,693 -800	-23%	-$308K	0.13%	150
2020 Q3	$1.18M	Hold	3,493	–	–	0.16%	140
2020 Q2	$1.13M	Sell	3,493 -46	-1%	-$13.9K	0.16%	140
2020 Q1	$931K	Hold	3,539	–	–	0.16%	138
2019 Q4	$1.33M	Hold	3,539	–	–	0.18%	122
2019 Q3	$1.25M	Hold	3,539	–	–	0.18%	123
2019 Q2	$1.25M	Hold	3,539	–	–	0.19%	113
2019 Q1	$1.22M	Hold	3,539	–	–	0.19%	112
2018 Q4	$1.07M	Sell	3,539 -648	-15%	-$216K	0.19%	116
2018 Q3	$1.54M	Hold	4,187	–	–	0.24%	99
2018 Q2	$1.49M	Sell	4,187 -460	-10%	-$162K	0.26%	99
2018 Q1	$1.59M	Buy	4,647 +1,108	+31%	+$386K	0.29%	88
2017 Q4	$1.22M	Hold	3,539	–	–	0.23%	92
2017 Q3	$1.16M	Hold	3,539	–	–	0.23%	93
2017 Q2	$1.12M	Hold	3,539	–	–	0.22%	95
2017 Q1	$1.1M	Hold	3,539	–	–	0.22%	89
2016 Q4	$1.07M	Sell	3,539 -367	-9%	-$106K	0.24%	88
2016 Q3	$1.1M	Sell	3,906 -342	-8%	-$96.3K	0.25%	89
2016 Q2	$1.16M	Buy	4,248 +342	+9%	+$91.4K	0.26%	85
2016 Q1	$1.03M	Hold	3,906	–	–	0.26%	85
2015 Q4	$993K	Hold	3,906	–	–	0.26%	84
2015 Q3	$973K	Hold	3,906	–	–	0.27%	82
2015 Q2	$1.07M	Hold	3,906	–	–	0.27%	81
2015 Q1	$1.08M	Hold	3,906	–	–	0.27%	81
2014 Q4	$1.03M	Hold	3,906	–	–	0.27%	81
2014 Q3	$974K	Buy	3,906 +808	+26%	+$207K	0.26%	77
2014 Q2	$807K	Hold	3,098	–	–	0.18%	87
2014 Q1	$776K	Hold	3,098	–	–	0.18%	86
2013 Q4	$757K	Hold	3,098	–	–	0.21%	91
2013 Q3	$702K	Buy	+3,098	New	+$689K	0.21%	89

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

Dorsey & Whitney Trust's MDY Position: Q1 2026 in Review

Dorsey & Whitney Trust held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 2,004 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #247.

Dorsey & Whitney Trust first reported a position in MDY in Q3 2013 and has held it in 51 quarters since. The position peaked at $2.23M in Q4 2023. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Dorsey & Whitney Trust held 2,004 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.24M as of Q1 2026.
Dorsey & Whitney Trust 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 0.07% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #247 holding.
Dorsey & Whitney Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2013 and has held it in 51 quarters since.
Dorsey & Whitney Trust's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.23M in Q4 2023.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.