HM Payson & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $881K | Buy |
1,253
+25
| +2% | +$16.7K | 0.01% | 241 |
|
|
2026
Q1 | $757K | Hold |
1,228
| – | – | 0.01% | 256 |
|
|
2025
Q4 | $741K | Sell |
1,228
-166
| -12% | -$99.3K | 0.01% | 250 |
|
|
2025
Q3 | $831K | Buy |
1,394
+166
| +14% | +$97.4K | 0.01% | 236 |
|
|
2025
Q2 | $696K | Hold |
1,228
| – | – | 0.01% | 246 |
|
|
2025
Q1 | $655K | Hold |
1,228
| – | – | 0.01% | 255 |
|
|
2024
Q4 | $699K | Sell |
1,228
-145
| -11% | -$85K | 0.01% | 247 |
|
|
2024
Q3 | $782K | Sell |
1,373
-174
| -11% | -$95.9K | 0.01% | 242 |
|
|
2024
Q2 | $828K | Sell |
1,547
-126
| -8% | -$67.8K | 0.02% | 220 |
|
|
2024
Q1 | $931K | Sell |
1,673
-28
| -2% | -$14.5K | 0.02% | 213 |
|
|
2023
Q4 | $863K | Sell |
1,701
-451
| -21% | -$209K | 0.02% | 216 |
|
|
2023
Q3 | $983K | Hold |
2,152
| – | – | 0.02% | 194 |
|
|
2023
Q2 | $1.03M | Sell |
2,152
-50
| -2% | -$22.8K | 0.02% | 191 |
|
|
2023
Q1 | $1.01M | Buy |
2,202
+160
| +8% | +$74.6K | 0.02% | 189 |
|
|
2022
Q4 | $904K | Hold |
2,042
| – | – | 0.02% | 192 |
|
|
2022
Q3 | $820K | Hold |
2,042
| – | – | 0.02% | 195 |
|
|
2022
Q2 | $844K | Hold |
2,042
| – | – | 0.02% | 205 |
|
|
2022
Q1 | $1M | Hold |
2,042
| – | – | 0.02% | 208 |
|
|
2021
Q4 | $1.06M | Buy |
2,042
+250
| +14% | +$127K | 0.02% | 208 |
|
|
2021
Q3 | $862K | Hold |
1,792
| – | – | 0.02% | 219 |
|
|
2021
Q2 | $880K | Sell |
1,792
-95
| -5% | -$46.9K | 0.02% | 219 |
|
|
2021
Q1 | $898K | Sell |
1,887
-34
| -2% | -$15.5K | 0.02% | 217 |
|
|
2020
Q4 | $807K | Buy |
1,921
+40
| +2% | +$15.4K | 0.02% | 229 |
|
|
2020
Q3 | $637K | Sell |
1,881
-620
| -25% | -$212K | 0.02% | 232 |
|
|
2020
Q2 | $812K | Sell |
2,501
-350
| -12% | -$106K | 0.03% | 202 |
|
|
2020
Q1 | $749K | Buy |
2,851
+84
| +3% | +$28.5K | 0.03% | 189 |
|
|
2019
Q4 | $1.04M | Sell |
2,767
-50
| -2% | -$18.1K | 0.03% | 206 |
|
|
2019
Q3 | $993K | Sell |
2,817
-230
| -8% | -$80.6K | 0.04% | 203 |
|
|
2019
Q2 | $1.08M | Buy |
+3,047
| New | +$1.06M | 0.04% | 190 |
|
|
2019
Q1 | – | Sell |
-8
| Closed | -$2K | – | 261 |
|
|
2018
Q4 | $2K | Sell |
8
-1,550
| -99% | -$516K | 0.01% | 138 |
|
|
2018
Q3 | $573K | Sell |
1,558
-475
| -23% | -$174K | 0.03% | 218 |
|
|
2018
Q2 | $721K | Buy |
2,033
+1,213
| +148% | +$426K | 0.03% | 204 |
|
|
2018
Q1 | $280K | Sell |
820
-116
| -12% | -$40.4K | 0.01% | 278 |
|
|
2017
Q4 | $323K | Buy |
+936
| New | +$315K | 0.01% | 281 |
|
|
2017
Q3 | – | Sell |
-5,175
| Closed | -$1.64M | – | 341 |
|
|
2017
Q2 | $1.64M | Sell |
5,175
-1,565
| -23% | -$493K | 0.07% | 154 |
|
|
2017
Q1 | $2.11M | Buy |
6,740
+5,865
| +670% | +$1.82M | 0.1% | 137 |
|
|
2016
Q4 | $264K | Buy |
+875
| New | +$253K | 0.01% | 284 |
|
Other funds holding MDY
HM Payson & Co's MDY Position: Q2 2026 in Review
HM Payson & Co increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,253 shares worth $881K. The position accounts for 0.01% of the portfolio, ranked #241.
HM Payson & Co first reported a position in MDY in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.11M in Q1 2017. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- HM Payson & Co held 1,253 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $881K as of Q2 2026.
- HM Payson & Co bought 25 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $16.7K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #241 holding.
- HM Payson & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 37 quarters since.
- HM Payson & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.11M in Q1 2017.
- 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.