Long Road Investment Counsel’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Long Road Investment Counsel’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 Q1	$1.14M	Hold	1,850	–	–	0.45%	48
2025 Q4	$1.12M	Buy	1,850 +100	+6%	+$59.8K	0.42%	48
2025 Q3	$1.04M	Hold	1,750	–	–	0.37%	51
2025 Q2	$991K	Buy	1,750 +430	+33%	+$231K	0.37%	51
2025 Q1	$704K	Sell	1,320 -270	-17%	-$153K	0.27%	55
2024 Q4	$906K	Hold	1,590	–	–	0.37%	51
2024 Q3	$906K	Buy	1,590 +35	+2%	+$19.3K	0.36%	53
2024 Q2	$832K	Buy	1,555 +550	+55%	+$296K	0.36%	51
2024 Q1	$559K	Buy	1,005 +20	+2%	+$10.4K	0.23%	59
2023 Q4	$491K	Hold	985	–	–	0.2%	58
2023 Q3	$450K	Hold	985	–	–	0.22%	60
2023 Q2	$472K	Sell	985 -250	-20%	-$114K	0.22%	58
2023 Q1	$566K	Sell	1,235 -30	-2%	-$14K	0.27%	56
2022 Q4	$560K	Sell	1,265 -20	-2%	-$8.84K	0.28%	60
2022 Q3	$516K	Hold	1,285	–	–	0.28%	58
2022 Q2	$531K	Sell	1,285 -30	-2%	-$13.5K	0.27%	61
2022 Q1	$645K	Buy	1,315 +170	+15%	+$82.7K	0.29%	59
2021 Q4	$593K	Hold	1,145	–	–	0.24%	61
2021 Q3	$551K	Hold	1,145	–	–	0.24%	60
2021 Q2	$562K	Hold	1,145	–	–	0.25%	60
2021 Q1	$545K	Hold	1,145	–	–	0.25%	60
2020 Q4	$481K	Sell	1,145 -30	-3%	-$11.6K	0.23%	59
2020 Q3	$398K	Buy	1,175 +30	+3%	+$10.2K	0.22%	59
2020 Q2	$372K	Hold	1,145	–	–	0.22%	61
2020 Q1	$301K	Sell	1,145 -130	-10%	-$44.1K	0.22%	60
2019 Q4	$479K	Sell	1,275 -170	-12%	-$61.4K	0.28%	58
2019 Q3	$509K	Hold	1,445	–	–	0.3%	58
2019 Q2	$512K	Sell	1,445 -90	-6%	-$31.5K	0.3%	59
2019 Q1	$530K	Buy	1,535 +300	+24%	+$101K	0.32%	60
2018 Q4	$374K	Sell	1,235 -330	-21%	-$110K	0.29%	57
2018 Q3	$575K	Hold	1,565	–	–	0.38%	57
2018 Q2	$556K	Sell	1,565 -225	-13%	-$79.1K	0.39%	56
2018 Q1	$612K	Sell	1,790 -8	-0.4%	-$2.78K	0.43%	53
2017 Q4	$621K	Buy	1,798 +40	+2%	+$13.5K	0.43%	53
2017 Q3	$574K	Hold	1,758	–	–	0.41%	54
2017 Q2	$558K	Buy	1,758 +200	+13%	+$63K	0.41%	54
2017 Q1	$487K	Hold	1,558	–	–	0.36%	57
2016 Q4	$470K	Buy	+1,558	New	+$450K	0.36%	56
2016 Q3	–	Sell	-1,558	Closed	-$424K	–	69
2016 Q2	$424K	Buy	1,558 +300	+24%	+$80.2K	0.33%	57
2016 Q1	$331K	Hold	1,258	–	–	0.26%	59
2015 Q4	$320K	Hold	1,258	–	–	0.26%	59
2015 Q3	$313K	Hold	1,258	–	–	0.27%	59
2015 Q2	$344K	Hold	1,258	–	–	0.28%	59
2015 Q1	$349K	Hold	1,258	–	–	0.3%	53
2014 Q4	$332K	Buy	+1,258	New	+$322K	0.3%	53

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Long Road Investment Counsel's MDY Position: Q1 2026 in Review

Long Road Investment Counsel held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,850 shares worth $1.14M. The position accounts for 0.45% of the portfolio, ranked #48.

Long Road Investment Counsel first reported a position in MDY in Q4 2014 and has held it in 45 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Long Road Investment Counsel held 1,850 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.14M as of Q1 2026.
Long Road Investment Counsel left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.45% of Long Road Investment Counsel's portfolio in Q1 2026, its #48 holding.
Long Road Investment Counsel first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 45 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Long Road Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.