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

Harvest Investment Services’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 		$1.73M Buy
2,453
+894
+57% +$599K 0.27% 104
2026
Q1 		$962K Sell
1,559
-1,336
-46% -$847K 0.18% 129
2025
Q4 		$1.75M Sell
2,895
-191
-6% -$114K 0.33% 78
2025
Q3 		$1.84M Sell
3,086
-72
-2% -$42.3K 0.37% 80
2025
Q2 		$1.79M Buy
3,158
+1,538
+95% +$825K 0.4% 67
2025
Q1 		$864K Sell
1,620
-1,450
-47% -$823K 0.24% 105
2024
Q4 		$1.75M Sell
3,070
-44
-1% -$25.8K 0.43% 71
2024
Q3 		$1.77M Sell
3,114
-1,932
-38% -$1.06M 0.57% 50
2024
Q2 		$2.7M Buy
5,046
+1,516
+43% +$815K 1.07% 25
2024
Q1 		$1.96M Sell
3,530
-152
-4% -$78.7K 0.79% 38
2023
Q4 		$1.87M Buy
3,682
+1,627
+79% +$755K 0.86% 29
2023
Q3 		$938K Sell
2,055
-1,843
-47% -$883K 0.6% 46
2023
Q2 		$1.87M Buy
3,898
+1,450
+59% +$660K 1.06% 27
2023
Q1 		$1.12M Sell
2,448
-2,184
-47% -$1.02M 0.87% 34
2022
Q4 		$2.05M Buy
4,632
+1,858
+67% +$822K 2.19% 10
2022
Q3 		$1.11M Buy
+2,774
New +$1.23M 1.36% 21
2022
Q2 		– Sell
-3,687
Closed -$1.81M – 176
2022
Q1 		$1.81M Sell
3,687
-3,985
-52% -$1.94M 1.08% 24
2021
Q4 		$3.97M Sell
7,672
-419
-5% -$213K 1.67% 6
2021
Q3 		$3.89M Sell
8,091
-388
-5% -$191K 1.59% 7
2021
Q2 		$4.16M Buy
8,479
+32
+0.4% +$15.8K 1.75% 7
2021
Q1 		$4.02M Sell
8,447
-399
-5% -$182K 1.81% 6
2020
Q4 		$3.71M Buy
8,846
+3,493
+65% +$1.35M 1.91% 7
2020
Q3 		$1.81M Sell
5,353
-3,154
-37% -$1.08M 1.04% 20
2020
Q2 		$2.76M Buy
8,507
+7,516
+758% +$2.28M 1.64% 11
2020
Q1 		$260K Sell
991
-8,311
-89% -$2.82M 0.35% 74
2019
Q4 		$3.49M Sell
9,302
-1,977
-18% -$715K 1.85% 16
2019
Q3 		$3.9M Sell
11,279
-2,956
-21% -$1.04M 1.96% 10
2019
Q2 		$5.06M Sell
14,235
-57
-0.4% -$19.9K 2.88% 6
2019
Q1 		$5M Buy
14,292
+1,435
+11% +$483K 2.9% 7
2018
Q4 		$4.25M Buy
+12,857
New +$4.28M 3.92% 5

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harvest Investment Services's MDY Position: Q2 2026 in Review

Harvest Investment Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 57% in Q2 2026, buying an estimated $599K and bringing the position to 2,453 shares worth $1.73M. The position accounts for 0.27% of the portfolio, ranked #104.

Harvest Investment Services first reported a position in MDY in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.06M in Q2 2019. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Harvest Investment Services held 2,453 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.73M as of Q2 2026.
  • Harvest Investment Services bought 894 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $599K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.27% of Harvest Investment Services's portfolio in Q2 2026, its #104 holding.
  • Harvest Investment Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 30 quarters since.
  • Harvest Investment Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.06M in Q2 2019.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.