Whittier Trust’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 | $91.5M | Sell |
131,409
-1,664
| -1% | -$1.11M | 0.9% | 22 |
|
|
2026
Q1 | $83.2M | Buy |
133,073
+5,097
| +4% | +$3.23M | 0.94% | 21 |
|
|
2025
Q4 | $80.4M | Sell |
127,976
-810
| -0.6% | -$485K | 0.87% | 23 |
|
|
2025
Q3 | $77.4M | Sell |
128,786
-3,861
| -3% | -$2.27M | 0.88% | 20 |
|
|
2025
Q2 | $75.1M | Sell |
132,647
-2,955
| -2% | -$1.59M | 0.91% | 18 |
|
|
2025
Q1 | $72.3M | Sell |
135,602
-2,395
| -2% | -$1.36M | 1.01% | 16 |
|
|
2024
Q4 | $78.6M | Sell |
137,997
-722
| -0.5% | -$423K | 1.04% | 16 |
|
|
2024
Q3 | $79M | Sell |
138,719
-785
| -0.6% | -$432K | 1.06% | 16 |
|
|
2024
Q2 | $74.6M | Buy |
139,504
+360
| +0.3% | +$194K | 1.06% | 17 |
|
|
2024
Q1 | $77.4M | Sell |
139,144
-3,124
| -2% | -$1.62M | 1.13% | 16 |
|
|
2023
Q4 | $72.2M | Sell |
142,268
-2,929
| -2% | -$1.36M | 1.17% | 12 |
|
|
2023
Q3 | $66.3M | Sell |
145,197
-1,737
| -1% | -$832K | 1.18% | 12 |
|
|
2023
Q2 | $70.4M | Sell |
146,934
-5,939
| -4% | -$2.7M | 1.22% | 12 |
|
|
2023
Q1 | $70.1M | Sell |
152,873
-14,405
| -9% | -$6.71M | 1.28% | 13 |
|
|
2022
Q4 | $74.1M | Buy |
167,278
+9,049
| +6% | +$4M | 1.44% | 11 |
|
|
2022
Q3 | $63.6M | Sell |
158,229
-872
| -0.5% | -$385K | 1.33% | 12 |
|
|
2022
Q2 | $65.8M | Sell |
159,101
-1,816
| -1% | -$820K | 1.33% | 12 |
|
|
2022
Q1 | $78.9M | Sell |
160,917
-2,894
| -2% | -$1.41M | 1.33% | 12 |
|
|
2021
Q4 | $84.8M | Sell |
163,811
-1,703
| -1% | -$866K | 1.38% | 12 |
|
|
2021
Q3 | $79.6M | Sell |
165,514
-1,767
| -1% | -$868K | 1.45% | 12 |
|
|
2021
Q2 | $82.1M | Buy |
167,281
+2,922
| +2% | +$1.44M | 1.46% | 12 |
|
|
2021
Q1 | $78.2M | Sell |
164,359
-8,101
| -5% | -$3.69M | 1.52% | 11 |
|
|
2020
Q4 | $72.4M | Sell |
172,460
-530
| -0.3% | -$204K | 1.55% | 11 |
|
|
2020
Q3 | $58.6M | Buy |
172,990
+5,008
| +3% | +$1.71M | 1.4% | 10 |
|
|
2020
Q2 | $54.5M | Sell |
167,982
-10,622
| -6% | -$3.22M | 1.51% | 10 |
|
|
2020
Q1 | $47M | Sell |
178,604
-3,701
| -2% | -$1.25M | 1.53% | 12 |
|
|
2019
Q4 | $68.4M | Buy |
182,305
+2,278
| +1% | +$823K | 1.8% | 10 |
|
|
2019
Q3 | $63.5M | Sell |
180,027
-498
| -0.3% | -$174K | 1.82% | 10 |
|
|
2019
Q2 | $64M | Buy |
180,525
+3,406
| +2% | +$1.19M | 1.88% | 10 |
|
|
2019
Q1 | $61.2M | Sell |
177,119
-10,981
| -6% | -$3.69M | 1.87% | 9 |
|
|
2018
Q4 | $56.9M | Sell |
188,100
-11,481
| -6% | -$3.82M | 1.96% | 6 |
|
|
2018
Q3 | $73.3M | Buy |
199,581
+7,255
| +4% | +$2.66M | 2.29% | 5 |
|
|
2018
Q2 | $68.3M | Buy |
192,326
+17,025
| +10% | +$5.99M | 2.26% | 4 |
|
|
2018
Q1 | $59.9M | Buy |
175,301
+11,917
| +7% | +$4.15M | 2.01% | 7 |
|
|
2017
Q4 | $56.4M | Buy |
163,384
+3,015
| +2% | +$1.02M | 1.97% | 5 |
|
|
2017
Q3 | $52.3M | Buy |
160,369
+896
| +0.6% | +$285K | 1.91% | 5 |
|
|
2017
Q2 | $50.6M | Buy |
159,473
+8,793
| +6% | +$2.77M | 1.96% | 5 |
|
|
2017
Q1 | $47.1M | Buy |
150,680
+2,760
| +2% | +$857K | 1.9% | 5 |
|
|
2016
Q4 | $44.6M | Buy |
147,920
+1,838
| +1% | +$531K | 1.9% | 5 |
|
|
2016
Q3 | $41.2M | Buy |
146,082
+86
| +0.1% | +$24.2K | 1.8% | 5 |
|
|
2016
Q2 | $39.7M | Sell |
145,996
-787
| -0.5% | -$210K | 1.75% | 6 |
|
|
2016
Q1 | $38.6M | Buy |
146,783
+2,429
| +2% | +$591K | 1.71% | 6 |
|
|
2015
Q4 | $36.7M | Buy |
144,354
+1,141
| +0.8% | +$297K | 1.66% | 7 |
|
|
2015
Q3 | $35.6M | Buy |
143,213
+4,268
| +3% | +$1.13M | 1.73% | 7 |
|
|
2015
Q2 | $38M | Buy |
138,945
+7,650
| +6% | +$2.13M | 1.68% | 9 |
|
|
2015
Q1 | $36.4M | Sell |
131,295
-3,681
| -3% | -$992K | 1.67% | 8 |
|
|
2014
Q4 | $35.6M | Buy |
134,976
+7,088
| +6% | +$1.81M | 1.69% | 10 |
|
|
2014
Q3 | $31.9M | Buy |
127,888
+385
| +0.3% | +$98.8K | 1.55% | 10 |
|
|
2014
Q2 | $33.2M | Buy |
127,503
+930
| +0.7% | +$233K | 1.64% | 8 |
|
|
2014
Q1 | $31.7M | Buy |
126,573
+1,333
| +1% | +$327K | 1.63% | 9 |
|
|
2013
Q4 | $30.6M | Buy |
125,240
+2,532
| +2% | +$596K | 1.57% | 10 |
|
|
2013
Q3 | $27.8M | Sell |
122,708
-964
| -0.8% | -$214K | 1.5% | 10 |
|
|
2013
Q2 | $26M | Buy |
+123,672
| New | +$26.2M | 1.46% | 10 |
|
Other funds holding MDY
Whittier Trust's MDY Position: Q2 2026 in Review
Whittier Trust reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.3% in Q2 2026, selling an estimated $1.11M and leaving 131,409 shares worth $91.5M. The position accounts for 0.9% of the portfolio, ranked #22.
Whittier Trust first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Whittier Trust held 131,409 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $91.5M as of Q2 2026.
- Whittier Trust sold 1,664 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.11M.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.9% of Whittier Trust's portfolio in Q2 2026, its #22 holding.
- Whittier Trust 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.
- 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.