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

Samalin 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 		$1.13M Buy
1,608
+142
+10% +$95.1K 0.35% 75
2026
Q1 		$904K Buy
1,466
+64
+5% +$40.6K 0.32% 81
2025
Q4 		$846K Sell
1,402
-25
-2% -$15K 0.3% 92
2025
Q3 		$851K Buy
1,427
+11
+0.8% +$6.46K 0.29% 96
2025
Q2 		$803K Buy
1,416
+2
+0.1% +$1.07K 0.31% 90
2025
Q1 		$754K Buy
1,414
+71
+5% +$40.3K 0.31% 95
2024
Q4 		$765K Buy
1,343
+35
+3% +$20.5K 0.33% 89
2024
Q3 		$745K Buy
1,308
+161
+14% +$88.7K 0.32% 92
2024
Q2 		$614K Buy
1,147
+5
+0.4% +$2.69K 0.29% 106
2024
Q1 		$635K Buy
1,142
+21
+2% +$10.9K 0.3% 102
2023
Q4 		$569K Hold
1,121
– – 0.29% 110
2023
Q3 		$512K Hold
1,121
– – 0.29% 101
2023
Q2 		$537K Sell
1,121
-29
-3% -$13.2K 0.29% 102
2023
Q1 		$527K Sell
1,150
-10
-0.9% -$4.66K 0.32% 90
2022
Q4 		$514K Sell
1,160
-358
-24% -$158K 0.32% 95
2022
Q3 		$610K Sell
1,518
-10
-0.7% -$4.42K 0.45% 60
2022
Q2 		$632K Hold
1,528
– – 0.45% 64
2022
Q1 		$749K Buy
1,528
+1
+0.1% +$487 0.45% 61
2021
Q4 		$791K Hold
1,527
– – 0.47% 55
2021
Q3 		$734K Buy
1,527
+1
+0.1% +$491 0.48% 54
2021
Q2 		$750K Sell
1,526
-8
-0.5% -$3.95K 0.49% 57
2021
Q1 		$730K Hold
1,534
– – 0.49% 55
2020
Q4 		$644K Buy
1,534
+18
+1% +$6.93K 0.48% 51
2020
Q3 		$514K Buy
1,516
+1
+0.1% +$341 0.46% 60
2020
Q2 		$491K Hold
1,515
– – 0.51% 57
2020
Q1 		$398K Buy
1,515
+5
+0.3% +$1.7K 0.53% 57
2019
Q4 		$566K Buy
+1,510
New +$546K 0.48% 52

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Samalin Investment Counsel increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 9.7% in Q2 2026, buying an estimated $95.1K and bringing the position to 1,608 shares worth $1.13M. The position accounts for 0.35% of the portfolio, ranked #75.

Samalin Investment Counsel first reported a position in MDY in Q4 2019 and has held it in 27 quarters since. 681 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Samalin Investment Counsel held 1,608 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.13M as of Q2 2026.
  • Samalin Investment Counsel bought 142 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $95.1K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.35% of Samalin Investment Counsel's portfolio in Q2 2026, its #75 holding.
  • Samalin Investment Counsel first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 681 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.