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

City State 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
2025 Q1	–	Sell	-25	Closed	-$14.2K	–	761
2024 Q4	$14.2K	Hold	25	–	–	0.01%	459
2024 Q3	$14.2K	Hold	25	–	–	0.01%	463
2024 Q2	$13.4K	Hold	25	–	–	0.01%	453
2024 Q1	$14K	Hold	25	–	–	0.01%	444
2023 Q4	$13K	Hold	25	–	–	0.01%	437
2023 Q3	$11K	Hold	25	–	–	0.01%	449
2023 Q2	$12K	Hold	25	–	–	0.01%	446
2023 Q1	$11K	Hold	25	–	–	0.01%	451
2022 Q4	$11K	Hold	25	–	–	0.01%	428
2022 Q3	$10K	Hold	25	–	–	0.01%	424
2022 Q2	$10K	Hold	25	–	–	0.01%	434
2022 Q1	$12K	Hold	25	–	–	0.01%	436
2021 Q4	$13K	Buy	+25	New	+$12.7K	0.01%	428

Other funds holding MDY

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

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

Pathstone Holdings

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

PNC Financial Services Group

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management

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