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Dumont & Blake Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Dumont & Blake Investment 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 		$10.8M Sell
17,585
-620
-3% -$393K 2.71% 5
2025
Q4 		$11M Sell
18,205
-458
-2% -$274K 2.64% 6
2025
Q3 		$11.1M Sell
18,663
-48
-0.3% -$28.2K 2.7% 6
2025
Q2 		$10.6M Sell
18,711
-1,355
-7% -$727K 2.77% 6
2025
Q1 		$10.7M Sell
20,066
-128
-0.6% -$72.7K 3% 6
2024
Q4 		$11.5M Sell
20,194
-267
-1% -$157K 3.09% 6
2024
Q3 		$11.7M Sell
20,461
-20,600
-50% -$11.3M 3.11% 6
2024
Q2 		$22M Buy
41,061
+20,587
+101% +$11.1M 3.11% 6
2024
Q1 		$11.4M Sell
20,474
-269
-1% -$139K 3.28% 6
2023
Q4 		$10.5M Sell
20,743
-94
-0.5% -$43.6K 3.26% 6
2023
Q3 		$9.52M Buy
20,837
+72
+0.3% +$34.5K 3.22% 6
2023
Q2 		$9.95M Buy
20,765
+55
+0.3% +$25K 3.23% 6
2023
Q1 		$9.49M Sell
20,710
-97
-0.5% -$45.2K 3.22% 6
2022
Q4 		$9.21M Sell
20,807
-622
-3% -$275K 3.26% 5
2022
Q3 		$8.61M Sell
21,429
-44
-0.2% -$19.4K 3.22% 5
2022
Q2 		$8.88M Buy
21,473
+173
+0.8% +$78.1K 2.9% 6
2022
Q1 		$10.4M Buy
21,300
+162
+0.8% +$78.8K 2.85% 6
2021
Q4 		$10.9M Buy
21,138
+352
+2% +$179K 2.85% 7
2021
Q3 		$10M Buy
20,786
+353
+2% +$173K 2.86% 6
2021
Q2 		$10M Sell
20,433
-9
-0% -$4.44K 2.85% 6
2021
Q1 		$9.73M Buy
20,442
+744
+4% +$339K 2.99% 5
2020
Q4 		$8.27M Buy
19,698
+9
+0% +$3.47K 2.83% 6
2020
Q3 		$6.67M Buy
19,689
+826
+4% +$282K 2.53% 7
2020
Q2 		$6.12M Buy
18,863
+236
+1% +$71.6K 2.56% 6
2020
Q1 		$4.9M Sell
18,627
-287
-2% -$97.3K 2.51% 6
2019
Q4 		$7.1M Sell
18,914
-239
-1% -$86.4K 2.79% 4
2019
Q3 		$6.75M Sell
19,153
-1,751
-8% -$614K 2.84% 4
2019
Q2 		$7.41M Buy
20,904
+2,432
+13% +$850K 3.09% 4
2019
Q1 		$6.38M Buy
18,472
+192
+1% +$64.6K 2.7% 5
2018
Q4 		$5.53M Buy
18,280
+2,556
+16% +$851K 2.59% 5
2018
Q3 		$5.78M Buy
15,724
+529
+3% +$194K 2.25% 6
2018
Q2 		$5.39M Buy
15,195
+406
+3% +$143K 2.26% 5
2018
Q1 		$5.05M Sell
14,789
-3
-0% -$1.04K 2.15% 5
2017
Q4 		$5.11M Buy
14,792
+365
+3% +$123K 2.07% 6
2017
Q3 		$4.71M Sell
14,427
-105
-0.7% -$33.4K 2.02% 5
2017
Q2 		$4.62M Buy
14,532
+122
+0.8% +$38.4K 2.05% 5
2017
Q1 		$4.5M Sell
14,410
-55
-0.4% -$17.1K 2.03% 5
2016
Q4 		$4.36M Buy
14,465
+35
+0.2% +$10.1K 2.05% 6
2016
Q3 		$4.07M Buy
14,430
+35
+0.2% +$9.86K 2% 6
2016
Q2 		$3.92M Buy
14,395
+15
+0.1% +$4.01K 1.97% 7
2016
Q1 		$3.78M Sell
14,380
-95
-0.7% -$23.1K 1.95% 7
2015
Q4 		$3.68M Buy
14,475
+500
+4% +$130K 1.88% 7
2015
Q3 		$3.48M Sell
13,975
-230
-2% -$60.9K 1.88% 8
2015
Q2 		$3.88M Buy
14,205
+369
+3% +$103K 1.9% 7
2015
Q1 		$3.84M Buy
13,836
+680
+5% +$183K 1.86% 8
2014
Q4 		$3.47M Buy
13,156
+140
+1% +$35.8K 1.72% 8
2014
Q3 		$3.25M Sell
13,016
-261
-2% -$67K 1.67% 8
2014
Q2 		$3.46M Sell
13,277
-120
-0.9% -$30K 1.74% 6
2014
Q1 		$3.36M Sell
13,397
-88
-0.7% -$21.6K 1.75% 7
2013
Q4 		$3.29M Sell
13,485
-7,237
-35% -$1.7M 1.7% 8
2013
Q3 		$4.69M Buy
20,722
+245
+1% +$54.5K 2.23% 6
2013
Q2 		$4.3M Buy
+20,477
New +$4.33M 2.58% 4

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

Dumont & Blake Investment Advisors's MDY Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.4% in Q1 2026, selling an estimated $393K and leaving 17,585 shares worth $10.8M. The position accounts for 2.71% of the portfolio, ranked #5.

Dumont & Blake Investment Advisors first reported a position in MDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $22M in Q2 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Dumont & Blake Investment Advisors held 17,585 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $10.8M as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 620 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $393K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 2.71% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #5 holding.
  • Dumont & Blake Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • Dumont & Blake Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $22M in Q2 2024.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.