ZWJ Investment Counsel’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 | $2.27M | Sell |
3,231
-137
| -4% | -$91.7K | 0.07% | 100 |
|
|
2026
Q1 | $2.08M | Sell |
3,368
-385
| -10% | -$244K | 0.07% | 97 |
|
|
2025
Q4 | $2.26M | Buy |
3,753
+148
| +4% | +$88.6K | 0.08% | 89 |
|
|
2025
Q3 | $2.15M | Sell |
3,605
-108
| -3% | -$63.4K | 0.08% | 90 |
|
|
2025
Q2 | $2.1M | Sell |
3,713
-144
| -4% | -$77.3K | 0.08% | 91 |
|
|
2025
Q1 | $2.06M | Sell |
3,857
-343
| -8% | -$195K | 0.08% | 92 |
|
|
2024
Q4 | $2.39M | Buy |
4,200
+139
| +3% | +$81.5K | 0.1% | 86 |
|
|
2024
Q3 | $2.31M | Sell |
4,061
-222
| -5% | -$122K | 0.09% | 87 |
|
|
2024
Q2 | $2.29M | Buy |
4,283
+81
| +2% | +$43.6K | 0.1% | 82 |
|
|
2024
Q1 | $2.34M | Sell |
4,202
-314
| -7% | -$163K | 0.11% | 81 |
|
|
2023
Q4 | $2.29M | Buy |
4,516
+17
| +0.4% | +$7.89K | 0.12% | 79 |
|
|
2023
Q3 | $2.05M | Buy |
4,499
+118
| +3% | +$56.5K | 0.11% | 83 |
|
|
2023
Q2 | $2.1M | Sell |
4,381
-35
| -0.8% | -$15.9K | 0.11% | 82 |
|
|
2023
Q1 | $2.02M | Sell |
4,416
-27
| -0.6% | -$12.6K | 0.11% | 79 |
|
|
2022
Q4 | $1.97M | Sell |
4,443
-303
| -6% | -$134K | 0.11% | 85 |
|
|
2022
Q3 | $1.91M | Sell |
4,746
-21
| -0.4% | -$9.28K | 0.12% | 82 |
|
|
2022
Q2 | $1.97M | Buy |
4,767
+878
| +23% | +$396K | 0.12% | 80 |
|
|
2022
Q1 | $1.91M | Sell |
3,889
-178
| -4% | -$86.6K | 0.1% | 80 |
|
|
2021
Q4 | $2.1M | Sell |
4,067
-68
| -2% | -$34.6K | 0.11% | 81 |
|
|
2021
Q3 | $1.99M | Sell |
4,135
-55
| -1% | -$27K | 0.11% | 78 |
|
|
2021
Q2 | $2.06M | Buy |
4,190
+399
| +11% | +$197K | 0.12% | 74 |
|
|
2021
Q1 | $1.8M | Sell |
3,791
-128
| -3% | -$58.4K | 0.11% | 80 |
|
|
2020
Q4 | $1.65M | Buy |
3,919
+11
| +0.3% | +$4.24K | 0.11% | 83 |
|
|
2020
Q3 | $1.32M | Buy |
3,908
+1
| +0% | +$341 | 0.11% | 78 |
|
|
2020
Q2 | $1.27M | Sell |
3,907
-394
| -9% | -$119K | 0.11% | 77 |
|
|
2020
Q1 | $1.13M | Sell |
4,301
-94
| -2% | -$31.9K | 0.1% | 98 |
|
|
2019
Q4 | $1.65M | Buy |
4,395
+2,353
| +115% | +$850K | 0.11% | 88 |
|
|
2019
Q3 | $720K | Buy |
2,042
+137
| +7% | +$48K | 0.06% | 98 |
|
|
2019
Q2 | $675K | Buy |
1,905
+30
| +2% | +$10.5K | 0.05% | 98 |
|
|
2019
Q1 | $648K | Buy |
1,875
+70
| +4% | +$23.5K | 0.05% | 99 |
|
|
2018
Q4 | $546K | Sell |
1,805
-88
| -5% | -$29.3K | 0.05% | 105 |
|
|
2018
Q3 | $696K | Buy |
1,893
+91
| +5% | +$33.3K | 0.06% | 96 |
|
|
2018
Q2 | $640K | Buy |
1,802
+10
| +0.6% | +$3.52K | 0.06% | 96 |
|
|
2018
Q1 | $612K | Sell |
1,792
-4,099
| -70% | -$1.43M | 0.06% | 100 |
|
|
2017
Q4 | $2.04M | Sell |
5,891
-180
| -3% | -$60.7K | 0.16% | 76 |
|
|
2017
Q3 | $1.98M | Sell |
6,071
-501
| -8% | -$159K | 0.15% | 77 |
|
|
2017
Q2 | $2.09M | Sell |
6,572
-5,362
| -45% | -$1.69M | 0.17% | 74 |
|
|
2017
Q1 | $3.73M | Buy |
+11,934
| New | +$3.7M | 0.31% | 62 |
|
Other funds holding MDY
ZWJ Investment Counsel's MDY Position: Q2 2026 in Review
ZWJ Investment Counsel reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.1% in Q2 2026, selling an estimated $91.7K and leaving 3,231 shares worth $2.27M. The position accounts for 0.07% of the portfolio, ranked #100.
ZWJ Investment Counsel first reported a position in MDY in Q1 2017 and has held it in 38 quarters since. The position peaked at $3.73M in Q1 2017. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- ZWJ Investment Counsel held 3,231 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.27M as of Q2 2026.
- ZWJ Investment Counsel sold 137 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $91.7K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of ZWJ Investment Counsel's portfolio in Q2 2026, its #100 holding.
- ZWJ Investment Counsel first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and has held it in 38 quarters since.
- ZWJ Investment Counsel's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.73M in Q1 2017.
- 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.