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

Woodmont 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	$2.14M	Sell	3,042 -128	-4%	-$85.7K	0.12%	103
2026 Q1	$1.95M	Sell	3,170 -613	-16%	-$388K	0.12%	105
2025 Q4	$2.28M	Sell	3,783 -10	-0.3%	-$5.98K	0.14%	94
2025 Q3	$2.26M	Sell	3,793 -342	-8%	-$201K	0.15%	90
2025 Q2	$2.34M	Buy	4,135 +3,272	+379%	+$1.76M	0.15%	95
2025 Q1	$460K	Buy	863 +60	+7%	+$34.1K	0.03%	198
2024 Q4	$457K	Hold	803	–	–	0.03%	192
2024 Q3	$457K	Sell	803 -22	-3%	-$12.1K	0.03%	187
2024 Q2	$441K	Buy	825 +12	+1%	+$6.45K	0.04%	185
2024 Q1	$452K	Hold	813	–	–	0.04%	182
2023 Q4	$412K	Buy	813 +228	+39%	+$106K	0.04%	182
2023 Q3	$267K	Hold	585	–	–	0.03%	203
2023 Q2	$280K	Hold	585	–	–	0.03%	200
2023 Q1	$268K	Hold	585	–	–	0.03%	212
2022 Q4	$259K	Buy	+585	New	+$259K	0.03%	222
2022 Q3	–	Sell	-485	Closed	-$201K	–	246
2022 Q2	$201K	Buy	485 +46	+10%	+$20.8K	0.02%	233
2022 Q1	$215K	Hold	439	–	–	0.02%	233
2021 Q4	$227K	Sell	439 -53	-11%	-$27K	0.03%	204
2021 Q3	$237K	Buy	492 +53	+12%	+$26K	0.03%	185
2021 Q2	$216K	Hold	439	–	–	0.03%	194
2021 Q1	$209K	Buy	+439	New	+$200K	0.04%	186

Other funds holding MDY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Woodmont Investment Counsel reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4% in Q2 2026, selling an estimated $85.7K and leaving 3,042 shares worth $2.14M. The position accounts for 0.12% of the portfolio, ranked #103.

Woodmont Investment Counsel first reported a position in MDY in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.34M in Q2 2025. 1,033 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Woodmont Investment Counsel held 3,042 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.14M as of Q2 2026.
Woodmont Investment Counsel sold 128 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $85.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of Woodmont Investment Counsel's portfolio in Q2 2026, its #103 holding.
Woodmont Investment Counsel first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 21 quarters since.
Woodmont Investment Counsel's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.34M in Q2 2025.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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