Arbor Trust Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Arbor Trust Wealth Advisors’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 Q1	$6.14M	Sell	9,933 -301	-3%	-$191K	2.7%	12
2025 Q4	$6.2M	Sell	10,234 -3,013	-23%	-$1.8M	2.71%	12
2025 Q3	$7.92M	Sell	13,247 -542	-4%	-$318K	3.57%	8
2025 Q2	$7.84M	Sell	13,789 -23	-0.2%	-$12.3K	3.83%	6
2025 Q1	$7.39M	Buy	13,812 +174	+1%	+$98.8K	3.46%	7
2024 Q4	$7.8M	Sell	13,638 -235	-2%	-$138K	3.65%	7
2024 Q3	$7.45M	Hold	13,873	–	–	3.91%	6
2024 Q2	$7.45M	Buy	13,873 +72	+0.5%	+$38.7K	3.91%	6
2024 Q1	$7.43M	Buy	13,801 +323	+2%	+$167K	4.08%	5
2023 Q4	$6.86M	Sell	13,478 -7	-0.1%	-$3.25K	4.09%	6
2023 Q3	$6.18M	Sell	13,485 -255	-2%	-$122K	4.07%	7
2023 Q2	$6.6M	Sell	13,740 -307	-2%	-$140K	4.2%	4
2023 Q1	$6.46M	Sell	14,047 -27	-0.2%	-$12.6K	4.24%	4
2022 Q4	$6.26M	Buy	14,074 +398	+3%	+$176K	4.32%	4
2022 Q3	$5.52M	Sell	13,676 -372	-3%	-$164K	4.19%	4
2022 Q2	$5.83M	Sell	14,048 -158	-1%	-$71.3K	4.06%	4
2022 Q1	$6.98M	Sell	14,206 -443	-3%	-$216K	4.19%	5
2021 Q4	$7.61M	Buy	14,649 +367	+3%	+$187K	4.38%	4
2021 Q3	$6.89M	Sell	14,282 -273	-2%	-$134K	4.3%	3
2021 Q2	$7.15M	Buy	14,555 +16	+0.1%	+$7.89K	4.49%	3
2021 Q1	$6.94M	Buy	14,539 +393	+3%	+$179K	4.64%	3
2020 Q4	$5.96M	Buy	14,146 +407	+3%	+$157K	4.33%	5
2020 Q3	$4.67M	Sell	13,739 -23	-0.2%	-$7.85K	4.04%	6
2020 Q2	$4.48M	Sell	13,762 -107	-0.8%	-$32.4K	4.05%	7
2020 Q1	$3.66M	Sell	13,869 -134	-1%	-$45.4K	3.87%	8
2019 Q4	$5.28M	Buy	+14,003	New	+$5.06M	4.52%	3

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arbor Trust Wealth Advisors's MDY Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.9% in Q1 2026, selling an estimated $191K and leaving 9,933 shares worth $6.14M. The position accounts for 2.7% of the portfolio, ranked #12.

Arbor Trust Wealth Advisors first reported a position in MDY in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.92M in Q3 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Arbor Trust Wealth Advisors held 9,933 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $6.14M as of Q1 2026.
Arbor Trust Wealth Advisors sold 301 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $191K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 2.7% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #12 holding.
Arbor Trust Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 26 quarters since.
Arbor Trust Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.92M in Q3 2025.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.