Atlantic Union Bankshares’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Atlantic Union Bankshares’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	$52M	Sell	84,363 -2,198	-3%	-$1.39M	1%	18
2025 Q4	$52.2M	Sell	86,561 -3,437	-4%	-$2.06M	0.98%	19
2025 Q3	$53.6M	Sell	89,998 -944	-1%	-$554K	1.01%	19
2025 Q2	$51.5M	Buy	+90,942	New	+$48.8M	1.18%	16

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

Atlantic Union Bankshares's MDY Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.5% in Q1 2026, selling an estimated $1.39M and leaving 84,363 shares worth $52M. The position accounts for 1% of the portfolio, ranked #18.

Atlantic Union Bankshares first reported a position in MDY in Q2 2025 and has held it in 4 quarters since. The position peaked at $53.6M in Q3 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Atlantic Union Bankshares held 84,363 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $52M as of Q1 2026.
Atlantic Union Bankshares sold 2,198 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.39M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1% of Atlantic Union Bankshares's portfolio in Q1 2026, its #18 holding.
Atlantic Union Bankshares first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2025 and has held it in 4 quarters since.
Atlantic Union Bankshares's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $53.6M 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 Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.