Newman Dignan & Sheerar Inc’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Newman Dignan & Sheerar Inc’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	$479K	Hold	681	–	–	0.09%	128
2026 Q1	$420K	Hold	681	–	–	0.09%	135
2025 Q4	$411K	Hold	681	–	–	0.09%	133
2025 Q3	$406K	Buy	681 +8	+1%	+$4.7K	0.09%	128
2025 Q2	$381K	Hold	673	–	–	0.09%	132
2025 Q1	$359K	Sell	673 -80	-11%	-$45.4K	0.1%	124
2024 Q4	$429K	Hold	753	–	–	0.11%	117
2024 Q3	$432K	Sell	753 -28	-4%	-$15.4K	0.1%	122
2024 Q2	$418K	Hold	781	–	–	0.11%	121
2024 Q1	$435K	Hold	781	–	–	0.12%	123
2023 Q4	$396K	Hold	781	–	–	0.12%	122
2023 Q3	$357K	Hold	781	–	–	0.12%	123
2023 Q2	$374K	Hold	781	–	–	0.12%	126
2023 Q1	$358K	Hold	781	–	–	0.11%	131
2022 Q4	$346K	Hold	781	–	–	0.11%	131
2022 Q3	$314K	Sell	781 -20	-2%	-$8.83K	0.05%	136
2022 Q2	$331K	Sell	801 -246	-23%	-$111K	0.11%	135
2022 Q1	$514K	Sell	1,047 -120	-10%	-$58.4K	0.1%	112
2021 Q4	$604K	Buy	1,167 +19	+2%	+$9.67K	0.18%	103
2021 Q3	$552K	Hold	1,148	–	–	0.16%	102
2021 Q2	$564K	Sell	1,148 -8	-0.7%	-$3.95K	0.19%	98
2021 Q1	$550K	Buy	1,156 +73	+7%	+$33.3K	0.2%	99
2020 Q4	$455K	Buy	1,083 +13	+1%	+$5.01K	0.07%	101
2020 Q3	$363K	Sell	1,070 -15	-1%	-$5.12K	0.15%	112
2020 Q2	$371K	Buy	1,085 +19	+2%	+$5.76K	0.16%	105
2020 Q1	$293K	Sell	1,066 -11	-1%	-$3.73K	0.15%	119
2019 Q4	$404K	Sell	1,077 -350	-25%	-$127K	0.04%	110
2019 Q3	$503K	Hold	1,427	–	–	0.24%	95
2019 Q2	$506K	Hold	1,427	–	–	0.23%	98
2019 Q1	$493K	Sell	1,427 -100	-7%	-$33.6K	0.2%	94
2018 Q4	$4.62M	Hold	1,527	–	–	0.39%	16
2018 Q3	$546K	Hold	1,527	–	–	0.24%	93
2018 Q2	$542K	Sell	1,527 -6	-0.4%	-$2.11K	0.04%	89
2018 Q1	$525K	Hold	1,533	–	–	0.27%	92
2017 Q4	$530K	Hold	1,533	–	–	0.27%	101
2017 Q3	$500K	Hold	1,533	–	–	0.27%	100
2017 Q2	$487K	Sell	1,533 -25	-2%	-$7.87K	0.27%	101
2017 Q1	$487K	Hold	1,558	–	–	0.22%	100
2016 Q4	$470K	Sell	1,558 -118	-7%	-$34.1K	0.29%	100
2016 Q3	$473K	Sell	1,676 -233	-12%	-$65.6K	0.3%	93
2016 Q2	$520K	Hold	1,909	–	–	0.32%	86
2016 Q1	$502K	Hold	1,909	–	–	0.37%	78
2015 Q4	$485K	Buy	1,909 +65	+4%	+$16.9K	0.34%	83
2015 Q3	$459K	Buy	1,844 +18	+1%	+$4.77K	0.3%	78
2015 Q2	$499K	Buy	1,826 +536	+42%	+$149K	0.36%	78
2015 Q1	$358K	Hold	1,290	–	–	0.26%	101
2014 Q4	$341K	Sell	1,290 -25	-2%	-$6.4K	0.2%	102
2014 Q3	$328K	Sell	1,315 -50	-4%	-$12.8K	0.25%	103
2014 Q2	$356K	Sell	1,365 -15	-1%	-$3.75K	0.2%	104
2014 Q1	$346K	Sell	1,380 -53	-4%	-$13K	0.25%	102
2013 Q4	$350K	Hold	1,433	–	–	0.25%	108
2013 Q3	$324K	Sell	1,433 -50	-3%	-$11.1K	0.25%	108
2013 Q2	$312M	Buy	+1,483	New	+$314K	23.92%	2

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

Newman Dignan & Sheerar Inc's MDY Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 681 shares worth $479K. The position accounts for 0.09% of the portfolio, ranked #128.

Newman Dignan & Sheerar Inc first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $312M in Q2 2013. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Newman Dignan & Sheerar Inc held 681 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $479K as of Q2 2026.
Newman Dignan & Sheerar Inc left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #128 holding.
Newman Dignan & Sheerar Inc first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 53 quarters since.
Newman Dignan & Sheerar Inc's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $312M in Q2 2013.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.