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

Meridian 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
Q2 		$5.76M Sell
8,192
-358
-4% -$240K 1.24% 16
2026
Q1 		$5.27M Sell
8,550
-15
-0.2% -$9.51K 1.26% 14
2025
Q4 		$5.17M Sell
8,565
-106
-1% -$63.4K 1.25% 14
2025
Q3 		$5.17M Sell
8,671
-79
-0.9% -$46.4K 1.28% 14
2025
Q2 		$4.96M Buy
8,750
+27
+0.3% +$14.5K 1.35% 15
2025
Q1 		$4.65M Buy
8,723
+378
+5% +$215K 1.37% 14
2024
Q4 		$4.75M Buy
8,345
+3,455
+71% +$2.03M 1.42% 12
2024
Q3 		$2.79M Buy
4,890
+1,497
+44% +$825K 0.84% 30
2024
Q2 		$1.82M Sell
3,393
-29
-0.8% -$15.6K 0.57% 52
2024
Q1 		$1.9M Buy
3,422
+41
+1% +$21.2K 0.63% 50
2023
Q4 		$1.72M Buy
3,381
+1
+0% +$464 0.59% 54
2023
Q3 		$1.54M Sell
3,380
-20
-0.6% -$9.58K 0.58% 54
2023
Q2 		$1.63M Sell
3,400
-10
-0.3% -$4.55K 0.58% 50
2023
Q1 		$1.56M Sell
3,410
-149
-4% -$69.5K 0.59% 51
2022
Q4 		$1.58M Buy
3,559
+48
+1% +$21.2K 0.63% 47
2022
Q3 		$1.41M Buy
3,511
+1
+0% +$442 0.63% 46
2022
Q2 		$1.45M Buy
3,510
+3
+0.1% +$1.35K 0.6% 50
2022
Q1 		$1.72M Buy
3,507
+1
+0% +$487 0.6% 44
2021
Q4 		$1.81M Sell
3,506
-17
-0.5% -$8.65K 0.6% 45
2021
Q3 		$1.69M Buy
3,523
+303
+9% +$149K 0.61% 44
2021
Q2 		$1.58M Sell
3,220
-11
-0.3% -$5.43K 0.56% 48
2021
Q1 		$1.54M Buy
3,231
+20
+0.6% +$9.12K 0.59% 46
2020
Q4 		$1.35M Hold
3,211
– – 0.57% 49
2020
Q3 		$1.09M Buy
3,211
+1
+0% +$341 0.53% 49
2020
Q2 		$1.04M Hold
3,210
– – 0.53% 51
2020
Q1 		$844K Buy
3,210
+55
+2% +$18.6K 0.55% 56
2019
Q4 		$1.18M Hold
3,155
– – 0.59% 50
2019
Q3 		$1.11M Buy
3,155
+81
+3% +$28.4K 0.61% 50
2019
Q2 		$1.09M Hold
3,074
– – 0.6% 51
2019
Q1 		$1.06M Buy
3,074
+13
+0.4% +$4.37K 0.62% 50
2018
Q4 		$927K Sell
3,061
-14
-0.5% -$4.66K 0.61% 52
2018
Q3 		$1.13M Buy
3,075
+48
+2% +$17.6K 0.62% 49
2018
Q2 		$1.07M Buy
3,027
+1
+0% +$352 0.61% 51
2018
Q1 		$1.03M Buy
3,026
+22
+0.7% +$7.66K 0.59% 54
2017
Q4 		$1.04M Buy
3,004
+2
+0.1% +$674 0.56% 57
2017
Q3 		$980K Buy
3,002
+14
+0.5% +$4.45K 0.57% 59
2017
Q2 		$949K Buy
2,988
+2
+0.1% +$630 0.57% 61
2017
Q1 		$933K Buy
2,986
+136
+5% +$42.2K 0.57% 60
2016
Q4 		$860K Sell
2,850
-102
-3% -$29.5K 0.57% 56
2016
Q3 		$833K Hold
2,952
– – 0.56% 59
2016
Q2 		$804K Buy
2,952
+1,086
+58% +$290K 0.55% 60
2016
Q1 		$490K Buy
1,866
+800
+75% +$195K 0.34% 88
2015
Q4 		$271K Hold
1,066
– – 0.2% 124
2015
Q3 		$265K Sell
1,066
-9
-0.8% -$2.38K 0.22% 115
2015
Q2 		$294K Hold
1,075
– – 0.21% 118
2015
Q1 		$298K Buy
1,075
+1
+0.1% +$270 0.21% 121
2014
Q4 		$284K Buy
1,074
+60
+6% +$15.4K 0.21% 122
2014
Q3 		$253K Buy
1,014
+55
+6% +$14.1K 0.19% 127
2014
Q2 		$250K Hold
959
– – 0.19% 129
2014
Q1 		$240K Sell
959
-59
-6% -$14.5K 0.2% 126
2013
Q4 		$249K Buy
+1,018
New +$239K 0.21% 119

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Meridian Investment Counsel's MDY Position: Q2 2026 in Review

Meridian Investment Counsel reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.2% in Q2 2026, selling an estimated $240K and leaving 8,192 shares worth $5.76M. The position accounts for 1.24% of the portfolio, ranked #16.

Meridian Investment Counsel first reported a position in MDY in Q4 2013 and has held it in 51 quarters since. 724 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Meridian Investment Counsel held 8,192 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.76M as of Q2 2026.
  • Meridian Investment Counsel sold 358 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $240K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.24% of Meridian Investment Counsel's portfolio in Q2 2026, its #16 holding.
  • Meridian Investment Counsel 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.
  • 724 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.