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

Harbour Investment Management’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	$507K	Sell	719 -100	-12%	-$67K	0.26%	80
2026 Q1	$507K	Sell	819 -14	-2%	-$8.87K	0.28%	79
2025 Q4	$505K	Hold	833	–	–	0.27%	74
2025 Q3	$498K	Hold	833	–	–	0.22%	74
2025 Q2	$474K	Hold	833	–	–	0.2%	73
2025 Q1	$446K	Hold	833	–	–	0.2%	73
2024 Q4	$476K	Hold	833	–	–	0.21%	73
2024 Q3	$476K	Hold	833	–	–	0.21%	68
2024 Q2	$448K	Hold	833	–	–	0.21%	66
2024 Q1	$464K	Hold	833	–	–	0.22%	68
2023 Q4	$424K	Hold	833	–	–	0.22%	63
2023 Q3	$382K	Buy	+833	New	+$399K	0.22%	64
2022 Q2	–	Sell	-414	Closed	-$203K	–	73
2022 Q1	$203K	Hold	414	–	–	0.1%	74
2021 Q4	$214K	Buy	+414	New	+$211K	0.1%	74
2021 Q3	–	Sell	-414	Closed	-$203K	–	82
2021 Q2	$203K	Buy	+414	New	+$204K	0.1%	84

Other funds holding MDY

CCA

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

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Harbour Investment Management's MDY Position: Q2 2026 in Review

Harbour Investment Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 12% in Q2 2026, selling an estimated $67K and leaving 719 shares worth $507K. The position accounts for 0.26% of the portfolio, ranked #80.

Harbour Investment Management first reported a position in MDY in Q2 2021 and has held it in 15 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Harbour Investment Management held 719 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $507K as of Q2 2026.
Harbour Investment Management sold 100 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $67K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.26% of Harbour Investment Management's portfolio in Q2 2026, its #80 holding.
Harbour Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2021 and has held it in 15 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.