Harbor Advisory Corp’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Harbor Advisory Corp’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	$1.69M	Hold	2,743	–	–	0.51%	44
2025 Q4	$1.65M	Hold	2,743	–	–	0.5%	45
2025 Q3	$1.63M	Hold	2,743	–	–	0.48%	46
2025 Q2	$1.55M	Hold	2,743	–	–	0.5%	45
2025 Q1	$1.46M	Hold	2,743	–	–	0.49%	52
2024 Q4	$1.56M	Hold	2,743	–	–	0.51%	47
2024 Q3	$1.56M	Hold	2,743	–	–	0.51%	51
2024 Q2	$1.47M	Hold	2,743	–	–	0.51%	51
2024 Q1	$1.53M	Hold	2,743	–	–	0.52%	50
2023 Q4	$1.39M	Sell	2,743 -1,552	-36%	-$721K	0.5%	50
2023 Q3	$1.96M	Sell	4,295 -223	-5%	-$107K	0.71%	47
2023 Q2	$2.16M	Buy	4,518 +40	+0.9%	+$18.2K	0.76%	46
2023 Q1	$2.05M	Hold	4,478	–	–	0.78%	46
2022 Q4	$1.98M	Buy	4,478 +230	+5%	+$102K	0.81%	41
2022 Q3	$1.71M	Hold	4,248	–	–	0.79%	41
2022 Q2	$1.76M	Sell	4,248 -29	-0.7%	-$13.1K	0.77%	41
2022 Q1	$2.1M	Hold	4,277	–	–	0.84%	40
2021 Q4	$2.21M	Hold	4,277	–	–	0.9%	38
2021 Q3	$2.06M	Hold	4,277	–	–	0.89%	38
2021 Q2	$2.1M	Hold	4,277	–	–	0.95%	37
2021 Q1	$2.04M	Buy	4,277 +127	+3%	+$57.9K	0.81%	43
2020 Q4	$1.74M	Buy	+4,150	New	+$1.6M	0.92%	33

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

Harbor Advisory Corp's MDY Position: Q1 2026 in Review

Harbor Advisory Corp held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 2,743 shares worth $1.69M. The position accounts for 0.51% of the portfolio, ranked #44.

Harbor Advisory Corp first reported a position in MDY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.21M in Q4 2021. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Harbor Advisory Corp held 2,743 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.69M as of Q1 2026.
Harbor Advisory Corp 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 0.51% of Harbor Advisory Corp's portfolio in Q1 2026, its #44 holding.
Harbor Advisory Corp first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Harbor Advisory Corp's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.21M in Q4 2021.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Harbor Advisory Corp's 13F filing for Q1 2026, filed 7 May 2026.