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

Harbour Trust & 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 		$11M Sell
15,597
-305
-2% -$204K 1.06% 29
2026
Q1 		$9.81M Sell
15,902
-77
-0.5% -$48.8K 1.04% 29
2025
Q4 		$9.64M Sell
15,979
-82
-0.5% -$49.1K 0.98% 31
2025
Q3 		$9.57M Sell
16,061
-564
-3% -$331K 0.99% 32
2025
Q2 		$9.42M Sell
16,625
-155
-0.9% -$83.2K 1.04% 30
2025
Q1 		$8.95M Sell
16,780
-793
-5% -$450K 1.08% 29
2024
Q4 		$10M Sell
17,573
-39
-0.2% -$22.9K 1.14% 24
2024
Q3 		$10M Sell
17,612
-50
-0.3% -$27.5K 1.14% 26
2024
Q2 		$9.45M Sell
17,662
-82
-0.5% -$44.1K 1.13% 25
2024
Q1 		$9.87M Sell
17,744
-66
-0.4% -$34.2K 1.24% 23
2023
Q4 		$9.04M Buy
+17,810
New +$8.27M 1.27% 23

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

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

Harbour Trust & Investment Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.9% in Q2 2026, selling an estimated $204K and leaving 15,597 shares worth $11M. The position accounts for 1.06% of the portfolio, ranked #29.

Harbour Trust & Investment Management first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 759 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Harbour Trust & Investment Management held 15,597 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11M as of Q2 2026.
  • Harbour Trust & Investment Management sold 305 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $204K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.06% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #29 holding.
  • Harbour Trust & Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 759 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.