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

Douglass Winthrop 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 Q2	$1.41M	Buy	2,000 +600	+43%	+$402K	0.02%	142
2026 Q1	$863K	Hold	1,400	–	–	0.02%	170
2025 Q4	$845K	Buy	1,400 +326	+30%	+$195K	0.01%	171
2025 Q3	$640K	Buy	1,074 +74	+7%	+$43.4K	0.01%	188
2025 Q2	$566K	Hold	1,000	–	–	0.01%	184
2025 Q1	$533K	Hold	1,000	–	–	0.01%	186
2024 Q4	$570K	Hold	1,000	–	–	0.01%	196
2024 Q3	$570K	Hold	1,000	–	–	0.01%	193
2024 Q2	$535K	Hold	1,000	–	–	0.01%	186
2024 Q1	$556K	Hold	1,000	–	–	0.01%	185
2023 Q4	$507K	Hold	1,000	–	–	0.01%	170
2023 Q3	$457K	Buy	+1,000	New	+$479K	0.01%	167
2021 Q1	–	Sell	-550	Closed	-$231K	–	272
2020 Q4	$231K	Buy	+550	New	+$212K	0.01%	246
2020 Q1	–	Sell	-713	Closed	-$268K	–	251
2019 Q4	$268K	Buy	+713	New	+$258K	0.01%	236
2019 Q3	–	Sell	-781	Closed	-$277K	–	263
2019 Q2	$277K	Sell	781 -210	-21%	-$73.4K	0.01%	231
2019 Q1	$342K	Sell	991 -8	-0.8%	-$2.69K	0.01%	194
2018 Q4	$302K	Sell	999 -575	-37%	-$191K	0.02%	203
2018 Q3	$578K	Sell	1,574 -336	-18%	-$123K	0.03%	158
2018 Q2	$678K	Buy	1,910 +482	+34%	+$169K	0.03%	173
2018 Q1	$488K	Buy	+1,428	New	+$497K	0.02%	191

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Douglass Winthrop Advisors's MDY Position: Q2 2026 in Review

Douglass Winthrop Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 43% in Q2 2026, buying an estimated $402K and bringing the position to 2,000 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #142.

Douglass Winthrop Advisors first reported a position in MDY in Q1 2018 and has held it in 20 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Douglass Winthrop Advisors held 2,000 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.41M as of Q2 2026.
Douglass Winthrop Advisors bought 600 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $402K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #142 holding.
Douglass Winthrop Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 20 quarters since.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.