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

Sigma Investment Counselors’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	$495K	Hold	704	–	–	0.02%	138
2026 Q1	$434K	Hold	704	–	–	0.02%	135
2025 Q4	$425K	Sell	704 -20	-3%	-$12K	0.02%	146
2025 Q3	$432K	Sell	724 -80	-10%	-$47K	0.02%	144
2025 Q2	$455K	Hold	804	–	–	0.03%	134
2025 Q1	$429K	Hold	804	–	–	0.03%	128
2024 Q4	$458K	Hold	804	–	–	0.03%	131
2024 Q3	$458K	Sell	804 -30	-4%	-$16.5K	0.03%	129
2024 Q2	$446K	Hold	834	–	–	0.03%	126
2024 Q1	$464K	Hold	834	–	–	0.03%	131
2023 Q4	$423K	Hold	834	–	–	0.03%	132
2023 Q3	$381K	Hold	834	–	–	0.03%	137
2023 Q2	$399K	Hold	834	–	–	0.03%	138
2023 Q1	$382K	Sell	834 -1,372	-62%	-$640K	0.03%	141
2022 Q4	$977K	Sell	2,206 -194	-8%	-$85.8K	0.08%	98
2022 Q3	$964K	Hold	2,400	–	–	0.08%	97
2022 Q2	$993K	Hold	2,400	–	–	0.08%	94
2022 Q1	$1.18M	Hold	2,400	–	–	0.08%	95
2021 Q4	$1.24M	Sell	2,400 -52	-2%	-$26.5K	0.09%	93
2021 Q3	$1.18M	Hold	2,452	–	–	0.09%	94
2021 Q2	$1.2M	Hold	2,452	–	–	0.09%	93
2021 Q1	$1.17M	Sell	2,452 -25	-1%	-$11.4K	0.09%	92
2020 Q4	$1.04M	Buy	2,477 +519	+27%	+$200K	0.09%	92
2020 Q3	$664K	Sell	1,958 -529	-21%	-$181K	0.13%	85
2020 Q2	$807K	Sell	2,487 -12	-0.5%	-$3.64K	0.09%	90
2020 Q1	$657K	Hold	2,499	–	–	0.08%	90
2019 Q4	$938K	Hold	2,499	–	–	0.1%	86
2019 Q3	$881K	Hold	2,499	–	–	0.1%	85
2019 Q2	$886K	Hold	2,499	–	–	0.1%	88
2019 Q1	$863K	Hold	2,499	–	–	0.11%	86
2018 Q4	$756K	Sell	2,499 -50	-2%	-$16.6K	0.11%	85
2018 Q3	$937K	Sell	2,549 -25	-1%	-$9.16K	0.12%	78
2018 Q2	$914K	Buy	2,574 +50	+2%	+$17.6K	0.12%	77
2018 Q1	$863K	Sell	2,524 -60	-2%	-$20.9K	0.12%	78
2017 Q4	$893K	Buy	2,584 +241	+10%	+$81.2K	0.12%	78
2017 Q3	$765K	Hold	2,343	–	–	0.11%	81
2017 Q2	$744K	Buy	2,343 +206	+10%	+$64.8K	0.11%	80
2017 Q1	$668K	Buy	2,137 +75	+4%	+$23.3K	0.11%	80
2016 Q4	$622K	Sell	2,062 -393	-16%	-$114K	0.1%	80
2016 Q3	$693K	Hold	2,455	–	–	0.11%	81
2016 Q2	$668K	Hold	2,455	–	–	0.11%	82
2016 Q1	$645K	Buy	2,455 +500	+26%	+$122K	0.11%	81
2015 Q4	$497K	Hold	1,955	–	–	0.09%	83
2015 Q3	$487K	Hold	1,955	–	–	0.09%	80
2015 Q2	$534K	Buy	1,955 +30	+2%	+$8.34K	0.1%	81
2015 Q1	$534K	Hold	1,925	–	–	0.1%	80
2014 Q4	$508K	Hold	1,925	–	–	0.1%	85
2014 Q3	$480K	Sell	1,925 -25	-1%	-$6.42K	0.09%	85
2014 Q2	$508K	Sell	1,950 -20	-1%	-$5.01K	0.1%	82
2014 Q1	$494K	Sell	1,970 -54	-3%	-$13.2K	0.1%	81
2013 Q4	$494K	Sell	2,024 -69	-3%	-$16.2K	0.11%	78
2013 Q3	$474K	Hold	2,093	–	–	0.11%	82
2013 Q2	$440K	Buy	+2,093	New	+$443K	0.11%	79

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

Sigma Investment Counselors's MDY Position: Q2 2026 in Review

Sigma Investment Counselors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 704 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #138.

Sigma Investment Counselors first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.24M in Q4 2021. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Sigma Investment Counselors held 704 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $495K as of Q2 2026.
Sigma Investment Counselors 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 0.02% of Sigma Investment Counselors's portfolio in Q2 2026, its #138 holding.
Sigma Investment Counselors 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.
Sigma Investment Counselors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.24M in Q4 2021.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.