Bank of Jackson Hole Trust’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bank of Jackson Hole Trust’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	–	Sell	-521	Closed	-$321K	–	281
2026 Q1	$321K	Hold	521	–	–	0.16%	115
2025 Q4	$314K	Sell	521 -11	-2%	-$6.58K	0.15%	110
2025 Q3	$317K	Sell	532 -9	-2%	-$5.28K	0.16%	108
2025 Q2	$306K	Buy	541 +19	+4%	+$10.2K	0.17%	112
2025 Q1	$295K	Buy	522 +26	+5%	+$14.8K	0.19%	101
2024 Q4	$283K	Buy	+496	New	+$291K	0.19%	100

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

Bank of Jackson Hole Trust's MDY Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 521 shares — an estimated $321K sold.

Bank of Jackson Hole Trust first reported a position in MDY in Q4 2024 and held it in 6 quarters. The position peaked at $321K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 521 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $321K.
Bank of Jackson Hole Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and held it in 6 quarters.
Bank of Jackson Hole Trust's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $321K in Q1 2026.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.