Winch Advisory Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Winch Advisory Services’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	$56K	Buy	80 +1	+1%	+$670	0.01%	186
2026 Q1	$49K	Hold	79	–	–	0.01%	176
2025 Q4	$47.8K	Hold	79	–	–	0.01%	176
2025 Q3	$47.1K	Hold	79	–	–	0.01%	174
2025 Q2	$44.8K	Hold	79	–	–	0.01%	169
2025 Q1	$42.1K	Hold	79	–	–	0.01%	167
2024 Q4	$45K	Hold	79	–	–	0.01%	161
2024 Q3	$45K	Hold	79	–	–	0.01%	162
2024 Q2	$42.3K	Hold	79	–	–	0.01%	161
2024 Q1	$44K	Hold	79	–	–	0.01%	160
2023 Q4	$40.1K	Sell	79 -75	-49%	-$34.8K	0.01%	159
2023 Q3	$70K	Sell	154 -11	-7%	-$5.27K	0.03%	115
2023 Q2	$79K	Sell	165 -35	-18%	-$15.9K	0.03%	107
2023 Q1	$92K	Sell	200 -12	-6%	-$5.59K	0.04%	102
2022 Q4	$94K	Sell	212 -89	-30%	-$39.4K	0.04%	100
2022 Q3	$121K	Sell	301 -18	-6%	-$7.95K	0.05%	85
2022 Q2	$132K	Hold	319	–	–	0.05%	82
2022 Q1	$156K	Hold	319	–	–	0.05%	79
2021 Q4	$165K	Sell	319 -4	-1%	-$2.04K	0.05%	78
2021 Q3	$155K	Hold	323	–	–	0.05%	78
2021 Q2	$158K	Buy	323 +5	+2%	+$2.47K	0.06%	74
2021 Q1	$152K	Hold	318	–	–	0.06%	70
2020 Q4	$134K	Hold	318	–	–	0.06%	65
2020 Q3	$108K	Sell	318 -4	-1%	-$1.36K	0.05%	63
2020 Q2	$105K	Hold	322	–	–	0.05%	62
2020 Q1	$85K	Buy	322 +1	+0.3%	+$339	0.04%	63
2019 Q4	$121K	Hold	321	–	–	0.06%	74
2019 Q3	$113K	Sell	321 -11	-3%	-$3.85K	0.06%	73
2019 Q2	$118K	Buy	332 +1	+0.3%	+$349	0.06%	72
2019 Q1	$114K	Sell	331 -14	-4%	-$4.71K	0.06%	81
2018 Q4	$104K	Buy	345 +4	+1%	+$1.33K	0.06%	76
2018 Q3	$125K	Buy	341 +1	+0.3%	+$366	0.06%	79
2018 Q2	$121K	Hold	340	–	–	0.07%	82
2018 Q1	$116K	Buy	340 +1	+0.3%	+$348	0.07%	86
2017 Q4	$117K	Hold	339	–	–	0.07%	71
2017 Q3	$112K	Sell	339 -734	-68%	-$233K	0.07%	66
2017 Q2	$341K	Sell	1,073 -29	-3%	-$9.13K	0.21%	60
2017 Q1	$344K	Sell	1,102 -13	-1%	-$4.03K	0.22%	61
2016 Q4	$336K	Buy	+1,115	New	+$322K	0.23%	54

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

Winch Advisory Services's MDY Position: Q2 2026 in Review

Winch Advisory Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.3% in Q2 2026, buying an estimated $670 and bringing the position to 80 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #186.

Winch Advisory Services first reported a position in MDY in Q4 2016 and has held it in 39 quarters since. The position peaked at $344K in Q1 2017. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Winch Advisory Services held 80 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $56K as of Q2 2026.
Winch Advisory Services bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #186 holding.
Winch Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 39 quarters since.
Winch Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $344K in Q1 2017.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.