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

Harbor Investment Advisory’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 Q3	$227K	Sell	345 -10	-3%	-$6.88K	0.02%	404
2026 Q2	$250K	Hold	355	–	–	0.02%	382
2026 Q1	$219K	Hold	355	–	–	0.02%	380
2025 Q4	$214K	Hold	355	–	–	0.02%	392
2025 Q3	$212K	Hold	355	–	–	0.02%	386
2025 Q2	$201K	Hold	355	–	–	0.02%	372
2025 Q1	$189K	Hold	355	–	–	0.02%	376
2024 Q4	$202K	Hold	355	–	–	0.02%	345
2024 Q3	$202K	Hold	355	–	–	0.02%	338
2024 Q2	$190K	Sell	355 -94	-21%	-$50.5K	0.02%	342
2024 Q1	$250K	Sell	449 -5	-1%	-$2.59K	0.03%	307
2023 Q4	$230K	Hold	454	–	–	0.03%	302
2023 Q3	$207K	Sell	454 -5	-1%	-$2.4K	0.03%	304
2023 Q2	$220K	Hold	459	–	–	0.03%	332
2023 Q1	$210K	Sell	459 -2	-0.4%	-$932	0.03%	336
2022 Q4	$204K	Hold	461	–	–	0.03%	341
2022 Q3	$185K	Hold	461	–	–	0.03%	346
2022 Q2	$191K	Sell	461 -1	-0.2%	-$452	0.03%	345
2022 Q1	$227K	Sell	462 -2	-0.4%	-$973	0.03%	346
2021 Q4	$240K	Buy	464 +30	+7%	+$15.3K	0.03%	344
2021 Q3	$209K	Sell	434 -4	-0.9%	-$1.97K	0.03%	360
2021 Q2	$215K	Hold	438	–	–	0.03%	354
2021 Q1	$209K	Sell	438 -6	-1%	-$2.74K	0.03%	337
2020 Q4	$186K	Sell	444 -7	-2%	-$2.7K	0.03%	326
2020 Q3	$153K	Hold	451	–	–	0.03%	319
2020 Q2	$146K	Buy	451 +37	+9%	+$11.2K	0.03%	303
2020 Q1	$109K	Hold	414	–	–	0.03%	302
2019 Q4	$155K	Buy	+414	New	+$150K	0.04%	281

Other funds holding MDY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Harbor Investment Advisory's MDY Position: Q3 2026 in Review

Harbor Investment Advisory reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.8% in Q3 2026, selling an estimated $6.88K and leaving 345 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #404.

Harbor Investment Advisory first reported a position in MDY in Q4 2019 and has held it in 28 quarters since. The position peaked at $250K in Q1 2024. 125 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Harbor Investment Advisory held 345 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $227K as of Q3 2026.
Harbor Investment Advisory sold 10 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $6.88K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Harbor Investment Advisory's portfolio in Q3 2026, its #404 holding.
Harbor Investment Advisory first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 28 quarters since.
Harbor Investment Advisory's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $250K in Q1 2024.
125 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.