Hirtle Callaghan & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Hirtle Callaghan & Co’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	$601K	Buy	+855	New	+$573K	0.02%	80
2019 Q1	–	Sell	-27,100	Closed	-$8.2M	–	109
2018 Q4	$8.2M	Hold	27,100	–	–	0.71%	13
2018 Q3	$9.96M	Hold	27,100	–	–	0.88%	10
2018 Q2	$9.62M	Hold	27,100	–	–	0.89%	10
2018 Q1	$9.26M	Hold	27,100	–	–	0.86%	10
2017 Q4	$9.36M	Hold	27,100	–	–	0.86%	10
2017 Q3	$8.84M	Buy	+27,100	New	+$8.61M	0.88%	10
2016 Q4	–	Sell	-26,372	Closed	-$7.44M	–	182
2016 Q3	$7.44M	Hold	26,372	–	–	1.54%	7
2016 Q2	$7.18M	Hold	26,372	–	–	1.33%	8
2016 Q1	$6.93M	Buy	+26,372	New	+$6.42M	1.3%	7
2014 Q4	–	Sell	-26,649	Closed	-$6.64M	–	596
2014 Q3	$6.64M	Buy	+26,649	New	+$6.84M	1.1%	16
2014 Q2	–	Sell	-26,372	Closed	-$6.61M	–	665
2014 Q1	$6.61M	Hold	26,372	–	–	1.09%	14
2013 Q4	$6.44M	Hold	26,372	–	–	0.86%	15
2013 Q3	$5.97M	Buy	+26,372	New	+$5.86M	0.96%	14

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

Hirtle Callaghan & Co's MDY Position: Q2 2026 in Review

Hirtle Callaghan & Co opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 855 shares worth $601K. The stake represents 0.02% of the portfolio and ranks #80 among its holdings. This is a return to the name: Hirtle Callaghan & Co previously reported a position in MDY as recently as Q4 2018.

Hirtle Callaghan & Co first reported a position in MDY in Q3 2013 and has held it in 14 quarters since. The position peaked at $9.96M in Q3 2018. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Hirtle Callaghan & Co held 855 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $601K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Hirtle Callaghan & Co position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #80 holding.
Hirtle Callaghan & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2013 and has held it in 14 quarters since.
Hirtle Callaghan & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $9.96M in Q3 2018.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.