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

Haverford Trust Company’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	$5.56M	Buy	7,912 +80	+1%	+$53.6K	0.05%	120
2026 Q1	$4.83M	Sell	7,832 -56	-0.7%	-$35.5K	0.04%	123
2025 Q4	$4.76M	Buy	7,888 +116	+1%	+$69.4K	0.04%	124
2025 Q3	$4.63M	Buy	7,772 +373	+5%	+$219K	0.04%	123
2025 Q2	$4.19M	Buy	7,399 +300	+4%	+$161K	0.04%	131
2025 Q1	$3.79M	Hold	7,099	–	–	0.04%	135
2024 Q4	$4.04M	Sell	7,099 -100	-1%	-$58.6K	0.04%	130
2024 Q3	$4.1M	Buy	7,199 +100	+1%	+$55.1K	0.04%	131
2024 Q2	$3.8M	Sell	7,099 -15	-0.2%	-$8.07K	0.04%	133
2024 Q1	$3.96M	Buy	7,114 +298	+4%	+$154K	0.04%	133
2023 Q4	$3.46M	Sell	6,816 -1,825	-21%	-$847K	0.04%	133
2023 Q3	$3.95M	Hold	8,641	–	–	0.05%	116
2023 Q2	$4.14M	Sell	8,641 -247	-3%	-$112K	0.05%	113
2023 Q1	$4.07M	Buy	8,888 +5,176	+139%	+$2.41M	0.05%	116
2022 Q4	$1.64M	Hold	3,712	–	–	0.02%	155
2022 Q3	$1.49M	Sell	3,712 -14	-0.4%	-$6.18K	0.02%	155
2022 Q2	$1.54M	Hold	3,726	–	–	0.02%	160
2022 Q1	$1.83M	Sell	3,726 -110	-3%	-$53.5K	0.02%	153
2021 Q4	$1.99M	Buy	3,836 +14	+0.4%	+$7.12K	0.02%	152
2021 Q3	$1.84M	Buy	3,822 +50	+1%	+$24.6K	0.02%	156
2021 Q2	$1.85M	Hold	3,772	–	–	0.02%	157
2021 Q1	$1.8M	Sell	3,772 -382	-9%	-$174K	0.02%	142
2020 Q4	$1.74M	Hold	4,154	–	–	0.02%	130
2020 Q3	$1.41M	Sell	4,154 -984	-19%	-$336K	0.02%	136
2020 Q2	$1.67M	Buy	5,138 +461	+10%	+$140K	0.03%	128
2020 Q1	$1.23M	Sell	4,677 -722	-13%	-$245K	0.03%	136
2019 Q4	$2.03M	Sell	5,399 -635	-11%	-$230K	0.03%	130
2019 Q3	$2.13M	Sell	6,034 -1,248	-17%	-$437K	0.04%	125
2019 Q2	$2.58M	Sell	7,282 -30	-0.4%	-$10.5K	0.05%	110
2019 Q1	$2.53M	Sell	7,312 -2,691	-27%	-$905K	0.05%	112
2018 Q4	$3.03M	Sell	10,003 -45	-0.4%	-$15K	0.06%	91
2018 Q3	$3.69M	Buy	10,048 +63	+0.6%	+$23.1K	0.07%	91
2018 Q2	$3.54M	Hold	9,985	–	–	0.07%	91
2018 Q1	$3.41M	Sell	9,985 -422	-4%	-$147K	0.07%	89
2017 Q4	$3.6M	Buy	10,407 +160	+2%	+$53.9K	0.07%	88
2017 Q3	$3.34M	Sell	10,247 -122	-1%	-$38.8K	0.07%	85
2017 Q2	$3.29M	Hold	10,369	–	–	0.07%	84
2017 Q1	$3.24M	Buy	+10,369	New	+$3.22M	0.07%	84

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Haverford Trust Company's MDY Position: Q2 2026 in Review

Haverford Trust Company increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1% in Q2 2026, buying an estimated $53.6K and bringing the position to 7,912 shares worth $5.56M. The position accounts for 0.05% of the portfolio, ranked #120.

Haverford Trust Company first reported a position in MDY in Q1 2017 and has held it in 38 quarters since. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Haverford Trust Company held 7,912 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.56M as of Q2 2026.
Haverford Trust Company bought 80 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $53.6K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Haverford Trust Company's portfolio in Q2 2026, its #120 holding.
Haverford Trust Company first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and has held it in 38 quarters since.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.