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Duncker Streett & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Duncker Streett & Co’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 		$524K Hold
849
– – 0.1% 159
2025
Q4 		$512K Hold
849
– – 0.09% 154
2025
Q3 		$506K Hold
849
– – 0.09% 159
2025
Q2 		$481K Hold
849
– – 0.09% 160
2025
Q1 		$453K Hold
849
– – 0.09% 155
2024
Q4 		$484K Sell
849
-335
-28% -$196K 0.09% 155
2024
Q3 		$675K Hold
1,184
– – 0.12% 138
2024
Q2 		$634K Sell
1,184
-11
-0.9% -$5.92K 0.12% 135
2024
Q1 		$665K Hold
1,195
– – 0.13% 134
2023
Q4 		$606K Hold
1,195
– – 0.13% 134
2023
Q3 		$546K Hold
1,195
– – 0.13% 136
2023
Q2 		$572K Buy
1,195
+2
+0.2% +$911 0.13% 143
2023
Q1 		$547K Sell
1,193
-79
-6% -$36.8K 0.13% 140
2022
Q4 		$563K Buy
1,272
+1
+0.1% +$442 0.14% 141
2022
Q3 		$511K Sell
1,271
-236
-16% -$104K 0.13% 142
2022
Q2 		$623K Buy
1,507
+2
+0.1% +$903 0.15% 134
2022
Q1 		$738K Sell
1,505
-239
-14% -$116K 0.15% 137
2021
Q4 		$903K Buy
1,744
+2
+0.1% +$1.02K 0.16% 130
2021
Q3 		$838K Sell
1,742
-39
-2% -$19.2K 0.16% 136
2021
Q2 		$874K Buy
1,781
+2
+0.1% +$987 0.16% 137
2021
Q1 		$847K Buy
1,779
+2
+0.1% +$912 0.16% 140
2020
Q4 		$746K Sell
1,777
-21
-1% -$8.09K 0.14% 142
2020
Q3 		$609K Buy
1,798
+62
+4% +$21.2K 0.13% 141
2020
Q2 		$563K Buy
1,736
+3
+0.2% +$910 0.13% 149
2020
Q1 		$456K Sell
1,733
-700
-29% -$237K 0.12% 160
2019
Q4 		$913K Buy
2,433
+134
+6% +$48.4K 0.19% 127
2019
Q3 		$810K Buy
2,299
+3
+0.1% +$1.05K 0.19% 130
2019
Q2 		$814K Buy
2,296
+2
+0.1% +$699 0.18% 131
2019
Q1 		$792K Buy
2,294
+102
+5% +$34.3K 0.18% 132
2018
Q4 		$663K Buy
2,192
+42
+2% +$14K 0.18% 133
2018
Q3 		$790K Buy
2,150
+2
+0.1% +$732 0.18% 140
2018
Q2 		$763K Buy
2,148
+1
+0% +$352 0.19% 136
2018
Q1 		$734K Buy
2,147
+2
+0.1% +$696 0.19% 140
2017
Q4 		$741K Buy
2,145
+3
+0.1% +$1.01K 0.19% 137
2017
Q3 		$699K Buy
2,142
+1
+0% +$318 0.21% 132
2017
Q2 		$680K Buy
2,141
+1
+0% +$315 0.21% 129
2017
Q1 		$668K Buy
2,140
+78
+4% +$24.2K 0.21% 126
2016
Q4 		$622K Buy
2,062
+302
+17% +$87.3K 0.21% 130
2016
Q3 		$497K Buy
1,760
+2
+0.1% +$563 0.17% 144
2016
Q2 		$479K Buy
1,758
+51
+3% +$13.6K 0.17% 142
2016
Q1 		$448K Buy
1,707
+3
+0.2% +$730 0.17% 143
2015
Q4 		$433K Buy
1,704
+2
+0.1% +$520 0.16% 145
2015
Q3 		$424K Buy
1,702
+2
+0.1% +$530 0.16% 144
2015
Q2 		$465K Buy
1,700
+1
+0.1% +$278 0.16% 149
2015
Q1 		$471K Sell
1,699
-199
-10% -$53.6K 0.15% 155
2014
Q4 		$501K Buy
1,898
+1
+0.1% +$256 0.16% 152
2014
Q3 		$473K Sell
1,897
-297
-14% -$76.2K 0.16% 156
2014
Q2 		$572K Buy
2,194
+301
+16% +$75.4K 0.19% 147
2014
Q1 		$474K Buy
1,893
+1
+0.1% +$245 0.17% 155
2013
Q4 		$462K Buy
1,892
+2
+0.1% +$470 0.17% 156
2013
Q3 		$428K Buy
1,890
+2
+0.1% +$445 0.17% 151
2013
Q2 		$397K Buy
+1,888
New +$399K 0.15% 165

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

Duncker Streett & Co's MDY Position: Q1 2026 in Review

Duncker Streett & Co held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 849 shares worth $524K. The position accounts for 0.1% of the portfolio, ranked #159.

Duncker Streett & Co first reported a position in MDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $913K in Q4 2019. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Duncker Streett & Co held 849 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $524K as of Q1 2026.
  • Duncker Streett & Co 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 0.1% of Duncker Streett & Co's portfolio in Q1 2026, its #159 holding.
  • Duncker Streett & Co 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.
  • Duncker Streett & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $913K in Q4 2019.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.