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 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Harbor Investment Advisory's MDY Position: Q2 2026 in Review

Harbor Investment Advisory held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 355 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #382.

Harbor Investment Advisory first reported a position in MDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $250K in Q1 2024. 1,033 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Harbor Investment Advisory held 355 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $250K as of Q2 2026.
Harbor Investment Advisory left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #382 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 27 quarters since.
Harbor Investment Advisory's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $250K in Q1 2024.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.