Goelzer Investment Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.24M | Sell |
10,292
-582
| -5% | -$390K | 0.32% | 61 |
|
|
2026
Q1 | $6.71M | Hold |
10,874
| – | – | 0.32% | 64 |
|
|
2025
Q4 | $6.56M | Sell |
10,874
-97
| -0.9% | -$58K | 0.3% | 67 |
|
|
2025
Q3 | $6.54M | Sell |
10,971
-117
| -1% | -$68.7K | 0.35% | 64 |
|
|
2025
Q2 | $6.28M | Sell |
11,088
-276
| -2% | -$148K | 0.34% | 62 |
|
|
2025
Q1 | $6.06M | Sell |
11,364
-127
| -1% | -$72.1K | 0.35% | 64 |
|
|
2024
Q4 | $6.55M | Sell |
11,491
-162
| -1% | -$95K | 0.38% | 59 |
|
|
2024
Q3 | $6.64M | Sell |
11,653
-283
| -2% | -$156K | 0.36% | 59 |
|
|
2024
Q2 | $6.39M | Sell |
11,936
-526
| -4% | -$283K | 0.36% | 60 |
|
|
2024
Q1 | $6.93M | Sell |
12,462
-253
| -2% | -$131K | 0.39% | 61 |
|
|
2023
Q4 | $6.45M | Sell |
12,715
-230
| -2% | -$107K | 0.41% | 57 |
|
|
2023
Q3 | $5.91M | Sell |
12,945
-204
| -2% | -$97.8K | 0.42% | 56 |
|
|
2023
Q2 | $6.3M | Sell |
13,149
-560
| -4% | -$255K | 0.53% | 55 |
|
|
2023
Q1 | $6.28M | Sell |
13,709
-137
| -1% | -$63.9K | 0.55% | 56 |
|
|
2022
Q4 | $6.13M | Sell |
13,846
-310
| -2% | -$137K | 0.53% | 62 |
|
|
2022
Q3 | $5.69M | Sell |
14,156
-1,213
| -8% | -$536K | 0.57% | 54 |
|
|
2022
Q2 | $6.36M | Sell |
15,369
-35
| -0.2% | -$15.8K | 0.61% | 48 |
|
|
2022
Q1 | $7.55M | Sell |
15,404
-250
| -2% | -$122K | 0.65% | 46 |
|
|
2021
Q4 | $8.1M | Sell |
15,654
-138
| -0.9% | -$70.2K | 0.66% | 42 |
|
|
2021
Q3 | $7.59M | Sell |
15,792
-274
| -2% | -$135K | 0.67% | 43 |
|
|
2021
Q2 | $7.89M | Sell |
16,066
-533
| -3% | -$263K | 0.66% | 46 |
|
|
2021
Q1 | $7.9M | Sell |
16,599
-522
| -3% | -$238K | 0.7% | 43 |
|
|
2020
Q4 | $7.19M | Buy |
17,121
+144
| +0.8% | +$55.5K | 0.66% | 46 |
|
|
2020
Q3 | $5.75M | Sell |
16,977
-198
| -1% | -$67.6K | 0.53% | 55 |
|
|
2020
Q2 | $5.57M | Buy |
17,175
+140
| +0.8% | +$42.5K | 0.54% | 52 |
|
|
2020
Q1 | $4.48M | Sell |
17,035
-747
| -4% | -$253K | 0.51% | 54 |
|
|
2019
Q4 | $6.67M | Sell |
17,782
-787
| -4% | -$284K | 0.57% | 56 |
|
|
2019
Q3 | $6.54M | Buy |
18,569
+35
| +0.2% | +$12.3K | 0.6% | 52 |
|
|
2019
Q2 | $6.57M | Buy |
18,534
+169
| +0.9% | +$59.1K | 0.61% | 47 |
|
|
2019
Q1 | $6.34M | Buy |
18,365
+128
| +0.7% | +$43.1K | 0.6% | 47 |
|
|
2018
Q4 | $5.52M | Sell |
18,237
-2,167
| -11% | -$721K | 0.71% | 46 |
|
|
2018
Q3 | $7.5M | Sell |
20,404
-245
| -1% | -$89.7K | 0.84% | 35 |
|
|
2018
Q2 | $7.33M | Buy |
20,649
+1,130
| +6% | +$397K | 0.85% | 31 |
|
|
2018
Q1 | $6.67M | Buy |
19,519
+716
| +4% | +$249K | 0.8% | 37 |
|
|
2017
Q4 | $6.5M | Buy |
18,803
+485
| +3% | +$163K | 0.73% | 40 |
|
|
2017
Q3 | $5.98M | Sell |
18,318
-238
| -1% | -$75.6K | 0.7% | 45 |
|
|
2017
Q2 | $5.89M | Buy |
18,556
+76
| +0.4% | +$23.9K | 0.72% | 44 |
|
|
2017
Q1 | $5.77M | Sell |
18,480
-57
| -0.3% | -$17.7K | 0.72% | 45 |
|
|
2016
Q4 | $5.59M | Sell |
18,537
-153
| -0.8% | -$44.2K | 0.73% | 42 |
|
|
2016
Q3 | $5.28M | Buy |
18,690
+771
| +4% | +$217K | 0.71% | 42 |
|
|
2016
Q2 | $4.88M | Buy |
17,919
+423
| +2% | +$113K | 0.67% | 48 |
|
|
2016
Q1 | $4.6M | Sell |
17,496
-208
| -1% | -$50.6K | 0.66% | 55 |
|
|
2015
Q4 | $4.5M | Buy |
17,704
+247
| +1% | +$64.3K | 0.66% | 56 |
|
|
2015
Q3 | $4.34M | Sell |
17,457
-1,008
| -5% | -$267K | 0.69% | 51 |
|
|
2015
Q2 | $5.04M | Buy |
18,465
+52
| +0.3% | +$14.5K | 0.76% | 40 |
|
|
2015
Q1 | $5.11M | Sell |
18,413
-390
| -2% | -$105K | 0.77% | 39 |
|
|
2014
Q4 | $4.96M | Buy |
18,803
+422
| +2% | +$108K | 0.75% | 46 |
|
|
2014
Q3 | $4.58M | Buy |
18,381
+584
| +3% | +$150K | 0.76% | 47 |
|
|
2014
Q2 | $4.64M | Buy |
17,797
+785
| +5% | +$197K | 0.77% | 51 |
|
|
2014
Q1 | $4.26M | Buy |
17,012
+441
| +3% | +$108K | 0.76% | 50 |
|
|
2013
Q4 | $4.05M | Sell |
16,571
-352
| -2% | -$82.8K | 0.73% | 54 |
|
|
2013
Q3 | $3.83M | Sell |
16,923
-14,315
| -46% | -$3.18M | 0.78% | 48 |
|
|
2013
Q2 | $6.56M | Buy |
+31,238
| New | +$6.61M | 0.7% | 60 |
|
Other funds holding MDY
Goelzer Investment Management's MDY Position: Q2 2026 in Review
Goelzer Investment Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.4% in Q2 2026, selling an estimated $390K and leaving 10,292 shares worth $7.24M. The position accounts for 0.32% of the portfolio, ranked #61.
Goelzer Investment Management first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.1M in Q4 2021. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Goelzer Investment Management held 10,292 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.24M as of Q2 2026.
- Goelzer Investment Management sold 582 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $390K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.32% of Goelzer Investment Management's portfolio in Q2 2026, its #61 holding.
- Goelzer Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 53 quarters since.
- Goelzer Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.1M in Q4 2021.
- 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.