Whitegate Investment Counselors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.92M | Hold |
4,150
| – | – | 0.83% | 29 |
|
|
2026
Q1 | $2.56M | Hold |
4,150
| – | – | 0.81% | 29 |
|
|
2025
Q4 | $2.5M | Hold |
4,150
| – | – | 0.78% | 30 |
|
|
2025
Q3 | $2.47M | Hold |
4,150
| – | – | 0.81% | 29 |
|
|
2025
Q2 | $2.35M | Hold |
4,150
| – | – | 0.8% | 28 |
|
|
2025
Q1 | $2.21M | Hold |
4,150
| – | – | 0.79% | 28 |
|
|
2024
Q4 | $2.36M | Hold |
4,150
| – | – | 0.81% | 29 |
|
|
2024
Q3 | $2.36M | Hold |
4,150
| – | – | 0.63% | 30 |
|
|
2024
Q2 | $2.22M | Hold |
4,150
| – | – | 0.63% | 30 |
|
|
2024
Q1 | $2.31M | Hold |
4,150
| – | – | 0.65% | 30 |
|
|
2023
Q4 | $2.11M | Hold |
4,150
| – | – | 0.64% | 30 |
|
|
2023
Q3 | $1.9M | Hold |
4,150
| – | – | 0.63% | 30 |
|
|
2023
Q2 | $1.99M | Sell |
4,150
-3,361
| -45% | -$1.53M | 0.65% | 31 |
|
|
2023
Q1 | $3.44M | Hold |
7,511
| – | – | 1.11% | 26 |
|
|
2022
Q4 | $3.33M | Hold |
7,511
| – | – | 1.14% | 24 |
|
|
2022
Q3 | $3.02M | Hold |
7,511
| – | – | 1.14% | 26 |
|
|
2022
Q2 | $3.11M | Hold |
7,511
| – | – | 1.14% | 26 |
|
|
2022
Q1 | $3.68M | Sell |
7,511
-125
| -2% | -$60.8K | 1.14% | 25 |
|
|
2021
Q4 | $3.95M | Sell |
7,636
-615
| -7% | -$313K | 1.16% | 25 |
|
|
2021
Q3 | $3.97M | Hold |
8,251
| – | – | 0.56% | 54 |
|
|
2021
Q2 | $4.05M | Hold |
8,251
| – | – | 0.57% | 50 |
|
|
2021
Q1 | $3.93M | Sell |
8,251
-780
| -9% | -$356K | 0.6% | 51 |
|
|
2020
Q4 | $3.79M | Sell |
9,031
-260
| -3% | -$100K | 0.61% | 47 |
|
|
2020
Q3 | $3.15M | Sell |
9,291
-296
| -3% | -$101K | 0.57% | 51 |
|
|
2020
Q2 | $3.11M | Sell |
9,587
-1,050
| -10% | -$318K | 0.62% | 50 |
|
|
2020
Q1 | $2.8M | Hold |
10,637
| – | – | 0.68% | 49 |
|
|
2019
Q4 | $3.99M | Hold |
10,637
| – | – | 0.72% | 47 |
|
|
2019
Q3 | $3.75M | Hold |
10,637
| – | – | 0.74% | 47 |
|
|
2019
Q2 | $3.77M | Sell |
10,637
-100
| -0.9% | -$34.9K | 0.76% | 45 |
|
|
2019
Q1 | $3.72M | Hold |
10,737
| – | – | 0.77% | 44 |
|
|
2018
Q4 | $3.25M | Hold |
10,737
| – | – | 0.75% | 45 |
|
|
2018
Q3 | $3.95M | Sell |
10,737
-91
| -0.8% | -$33.3K | 0.81% | 39 |
|
|
2018
Q2 | $3.84M | Buy |
10,828
+559
| +5% | +$197K | 0.79% | 40 |
|
|
2018
Q1 | $3.51M | Buy |
10,269
+13
| +0.1% | +$4.52K | 0.75% | 42 |
|
|
2017
Q4 | $3.54M | Sell |
10,256
-810
| -7% | -$273K | 0.74% | 44 |
|
|
2017
Q3 | $3.61M | Sell |
11,066
-144
| -1% | -$45.8K | 0.8% | 41 |
|
|
2017
Q2 | $3.56M | Buy |
11,210
+9
| +0.1% | +$2.83K | 0.8% | 39 |
|
|
2017
Q1 | $3.5M | Buy |
11,201
+263
| +2% | +$81.6K | 0.84% | 36 |
|
|
2016
Q4 | $3.3M | Buy |
10,938
+13
| +0.1% | +$3.76K | 0.88% | 35 |
|
|
2016
Q3 | $3.08M | Buy |
10,925
+261
| +2% | +$73.5K | 0.84% | 39 |
|
|
2016
Q2 | $2.9M | Buy |
+10,664
| New | +$2.85M | 0.81% | 36 |
|
|
2014
Q1 | $3.42M | Buy |
+13,004
| New | +$3.19M | 0.94% | 36 |
|
Other funds holding MDY
Whitegate Investment Counselors's MDY Position: Q2 2026 in Review
Whitegate Investment Counselors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 4,150 shares worth $2.92M. The position accounts for 0.83% of the portfolio, ranked #29.
Whitegate Investment Counselors first reported a position in MDY in Q1 2014 and has held it in 42 quarters since. The position peaked at $4.05M in Q2 2021. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Whitegate Investment Counselors held 4,150 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.92M as of Q2 2026.
- Whitegate 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 0.83% of Whitegate Investment Counselors's portfolio in Q2 2026, its #29 holding.
- Whitegate Investment Counselors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2014 and has held it in 42 quarters since.
- Whitegate Investment Counselors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.05M in Q2 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 Whitegate Investment Counselors's 13F filing for Q2 2026, filed 10 Aug 2026.