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 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 $1.37T 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

Douglass Winthrop Advisors's MDY Position: Q1 2026 in Review

Douglass Winthrop Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,400 shares worth $863K. The position accounts for 0.02% of the portfolio, ranked #170.

Douglass Winthrop Advisors first reported a position in MDY in Q1 2018 and has held it in 19 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Douglass Winthrop Advisors held 1,400 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $863K as of Q1 2026.
Douglass Winthrop 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 0.02% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #170 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 19 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.