Citizens Business Bank’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Citizens Business Bank’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	$642K	Hold	1,041	–	–	0.11%	88
2025 Q4	$628K	Buy	1,041 +566	+119%	+$339K	0.1%	83
2025 Q3	$283K	Hold	475	–	–	0.05%	127
2025 Q2	$269K	Hold	475	–	–	0.05%	94
2025 Q1	$253K	Hold	475	–	–	0.06%	96
2024 Q4	$271K	Hold	475	–	–	0.05%	99
2024 Q3	$271K	Buy	+475	New	+$262K	0.05%	102
2022 Q2	–	Sell	-815	Closed	-$400K	–	251
2022 Q1	$400K	Hold	815	–	–	0.05%	209
2021 Q4	$422K	Hold	815	–	–	0.05%	211
2021 Q3	$392K	Hold	815	–	–	0.05%	207
2021 Q2	$400K	Hold	815	–	–	0.05%	212
2021 Q1	$388K	Hold	815	–	–	0.05%	206
2020 Q4	$342K	Hold	815	–	–	0.05%	210
2020 Q3	$276K	Hold	815	–	–	0.05%	208
2020 Q2	$264K	Hold	815	–	–	0.05%	211
2020 Q1	$214K	Sell	815 -156	-16%	-$52.9K	0.04%	217
2019 Q4	$364K	Hold	971	–	–	0.06%	206
2019 Q3	$342K	Hold	971	–	–	0.06%	214
2019 Q2	$344K	Sell	971 -49	-5%	-$17.1K	0.06%	217
2019 Q1	$352K	Sell	1,020 -56	-5%	-$18.8K	0.06%	217
2018 Q4	$326K	Sell	1,076 -50	-4%	-$16.6K	0.06%	225
2018 Q3	$414K	Sell	1,126 -79	-7%	-$28.9K	0.07%	229
2018 Q2	$428K	Sell	1,205 -59	-5%	-$20.7K	0.07%	221
2018 Q1	$432K	Sell	1,264 -24,549	-95%	-$8.54M	0.08%	215
2017 Q4	$8.92M	Buy	25,813 +22,379	+652%	+$7.54M	1.45%	14
2017 Q3	$1.12M	Sell	3,434 -78	-2%	-$24.8K	0.19%	138
2017 Q2	$1.11M	Sell	3,512 -1	-0%	-$315	0.18%	134
2017 Q1	$1.1M	Sell	3,513 -23	-0.7%	-$7.14K	0.18%	136
2016 Q4	$1.07M	Sell	3,536 -22	-0.6%	-$6.36K	0.19%	135
2016 Q3	$1M	Sell	3,558 -225	-6%	-$63.4K	0.19%	137
2016 Q2	$1.03M	Buy	3,783 +5	+0.1%	+$1.34K	0.19%	134
2016 Q1	$992K	Sell	3,778 -184	-5%	-$44.8K	0.19%	141
2015 Q4	$1.01M	Buy	3,962 +1,314	+50%	+$342K	0.2%	127
2015 Q3	$659K	Sell	2,648 -440	-14%	-$117K	0.12%	172
2015 Q2	$844K	Sell	3,088 -350	-10%	-$97.3K	0.15%	155
2015 Q1	$954K	Sell	3,438 -139	-4%	-$37.5K	0.17%	145
2014 Q4	$944K	Sell	3,577 -13	-0.4%	-$3.33K	0.17%	146
2014 Q3	$895K	Sell	3,590 -40	-1%	-$10.3K	0.17%	148
2014 Q2	$946K	Sell	3,630 -439	-11%	-$110K	0.18%	153
2014 Q1	$1.02M	Sell	4,069 -8	-0.2%	-$1.96K	0.2%	149
2013 Q4	$996K	Hold	4,077	–	–	0.2%	141
2013 Q3	$923K	Sell	4,077 -450	-10%	-$100K	0.2%	137
2013 Q2	$951K	Buy	+4,527	New	+$957K	0.21%	118

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

Citizens Business Bank's MDY Position: Q1 2026 in Review

Citizens Business Bank held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,041 shares worth $642K. The position accounts for 0.11% of the portfolio, ranked #88.

Citizens Business Bank first reported a position in MDY in Q2 2013 and has held it in 43 quarters since. The position peaked at $8.92M in Q4 2017. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Citizens Business Bank held 1,041 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $642K as of Q1 2026.
Citizens Business Bank left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Citizens Business Bank's portfolio in Q1 2026, its #88 holding.
Citizens Business Bank first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 43 quarters since.
Citizens Business Bank's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.92M in Q4 2017.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Citizens Business Bank's 13F filing for Q1 2026, filed 1 May 2026.