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

Harbour Investments’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 		$7.24M Buy
11,732
+2,023
+21% +$1.28M 0.11% 176
2025
Q4 		$5.86M Buy
9,709
+214
+2% +$128K 0.12% 160
2025
Q3 		$5.66M Buy
9,495
+192
+2% +$113K 0.13% 138
2025
Q2 		$5.27M Buy
9,303
+604
+7% +$324K 0.13% 141
2025
Q1 		$4.64M Buy
8,699
+968
+13% +$549K 0.13% 142
2024
Q4 		$4.4M Buy
7,731
+62
+0.8% +$36.3K 0.13% 139
2024
Q3 		$4.37M Sell
7,669
-140
-2% -$77.1K 0.13% 135
2024
Q2 		$4.18M Buy
7,809
+57
+0.7% +$30.6K 0.14% 124
2024
Q1 		$4.31M Buy
7,752
+489
+7% +$253K 0.15% 122
2023
Q4 		$3.69M Buy
7,263
+116
+2% +$53.9K 0.15% 126
2023
Q3 		$3.26M Sell
7,147
-149
-2% -$71.4K 0.16% 125
2023
Q2 		$3.49M Sell
7,296
-1,979
-21% -$901K 0.17% 112
2023
Q1 		$4.25M Buy
9,275
+295
+3% +$138K 0.23% 74
2022
Q4 		$3.98M Buy
8,980
+1,032
+13% +$456K 0.24% 69
2022
Q3 		$3.29M Hold
7,948
– – 0.22% 82
2022
Q2 		$3.29M Buy
+7,948
New +$3.59M 0.22% 82
2021
Q4 		$3.87M Sell
7,468
-1,360
-15% -$692K 0.23% 84
2021
Q3 		$4.25M Buy
8,828
+259
+3% +$127K 0.14% 144
2021
Q2 		$4.21M Buy
8,569
+98
+1% +$48.3K 0.13% 141
2021
Q1 		$4.03M Buy
+8,471
New +$3.86M 0.15% 136

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments's MDY Position: Q1 2026 in Review

Harbour Investments increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 21% in Q1 2026, buying an estimated $1.28M and bringing the position to 11,732 shares worth $7.24M. The position accounts for 0.11% of the portfolio, ranked #176.

Harbour Investments first reported a position in MDY in Q1 2021 and has held it in 20 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Harbour Investments held 11,732 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.24M as of Q1 2026.
  • Harbour Investments bought 2,023 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.28M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Harbour Investments's portfolio in Q1 2026, its #176 holding.
  • Harbour Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 20 quarters since.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.