Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$2.91M	Buy	4,143 +50	+1%	+$33.5K	0.03%	107
2026 Q1	$2.63M	Hold	4,093	–	–	0.03%	109
2025 Q4	$2.6M	Sell	4,093 -392	-9%	-$235K	0.02%	114
2025 Q3	$2.69M	Sell	4,485 -501	-10%	-$294K	0.02%	113
2025 Q2	$2.82M	Hold	4,986	–	–	0.03%	109
2025 Q1	$2.54M	Sell	4,986 -45	-0.9%	-$25.5K	0.02%	113
2024 Q4	$2.97M	Sell	5,031 -143	-3%	-$83.8K	0.03%	116
2024 Q3	$2.95M	Sell	5,174 -5	-0.1%	-$2.75K	0.03%	120
2024 Q2	$2.95M	Sell	5,179 -144	-3%	-$77.4K	0.03%	104
2024 Q1	$2.79M	Sell	5,323 -16	-0.3%	-$8.29K	0.03%	97
2023 Q4	$2.66M	Sell	5,339 -236	-4%	-$110K	0.03%	100
2023 Q3	$2.48M	Sell	5,575 -123	-2%	-$58.9K	0.03%	102
2023 Q2	$2.73M	Sell	5,698 -105	-2%	-$47.8K	0.03%	104
2023 Q1	$2.66M	Buy	5,803 +1,773	+44%	+$826K	0.03%	101
2022 Q4	$1.78M	Hold	4,030	–	–	0.02%	116
2022 Q3	$1.62M	Hold	4,030	–	–	0.02%	117
2022 Q2	$1.67M	Buy	4,030 +322	+9%	+$145K	0.02%	122
2022 Q1	$1.82M	Sell	3,708 -167	-4%	-$81.2K	0.02%	127
2021 Q4	$2.01M	Hold	3,875	–	–	0.02%	127
2021 Q3	$1.86M	Sell	3,875 -25	-0.6%	-$12.3K	0.02%	127
2021 Q2	$1.92M	Buy	3,900 +501	+15%	+$247K	0.02%	129
2021 Q1	$1.62M	Sell	3,399 -510	-13%	-$233K	0.02%	131
2020 Q4	$1.64M	Buy	3,909 +664	+20%	+$256K	0.02%	128
2020 Q3	$1.1M	Buy	3,245 +855	+36%	+$292K	0.01%	136
2020 Q2	$776K	Hold	2,390	–	–	0.01%	146
2020 Q1	$628K	Buy	2,390 +100	+4%	+$33.9K	0.01%	160
2019 Q4	$860K	Hold	2,290	–	–	0.01%	165
2019 Q3	$807K	Hold	2,290	–	–	0.01%	169
2019 Q2	$812K	Hold	2,290	–	–	0.01%	168
2019 Q1	$791K	Sell	2,290 -215	-9%	-$72.3K	0.01%	167
2018 Q4	$758K	Hold	2,505	–	–	0.01%	169
2018 Q3	$920K	Sell	2,505 -190	-7%	-$69.6K	0.01%	161
2018 Q2	$957K	Sell	2,695 -456	-14%	-$160K	0.02%	160
2018 Q1	$1.08M	Buy	3,151 +190	+6%	+$66.1K	0.02%	160
2017 Q4	$1.02M	Sell	2,961 -235	-7%	-$79.2K	0.02%	165
2017 Q3	$1.04M	Buy	3,196 +456	+17%	+$145K	0.02%	158
2017 Q2	$878K	Hold	2,740	–	–	0.02%	158
2017 Q1	$856K	Buy	2,740 +1,025	+60%	+$318K	0.02%	160
2016 Q4	$517K	Hold	1,715	–	–	0.01%	187
2016 Q3	$484K	Sell	1,715 -170	-9%	-$47.9K	0.01%	188
2016 Q2	$513K	Buy	1,885 +455	+32%	+$122K	0.01%	184
2016 Q1	$376K	Hold	1,430	–	–	0.01%	199
2015 Q4	$363K	Buy	1,430 +220	+18%	+$57.3K	0.01%	221
2015 Q3	$331K	Hold	1,210	–	–	0.01%	233
2015 Q2	$331K	Hold	1,210	–	–	0.01%	233
2015 Q1	$335K	Hold	1,210	–	–	0.01%	239
2014 Q4	$319K	Hold	1,210	–	–	0.01%	237
2014 Q3	$302K	Hold	1,210	–	–	0.01%	226
2014 Q2	$315K	Hold	1,210	–	–	0.01%	228
2014 Q1	$303K	Hold	1,210	–	–	0.01%	227
2013 Q4	$295K	Buy	+1,210	New	+$285K	0.01%	228

Other funds holding MDY

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MDY Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.2% in Q2 2026, buying an estimated $33.5K and bringing the position to 4,143 shares worth $2.91M. The position accounts for 0.03% of the portfolio, ranked #107.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MDY in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.97M in Q4 2024. 1,033 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 4,143 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.91M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 50 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $33.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #107 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 51 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.97M in Q4 2024.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.