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

Essex Savings 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 Q2	$328K	Hold	467	–	–	0.07%	221
2026 Q1	$288K	Hold	467	–	–	0.06%	227
2025 Q4	$282K	Sell	467 -20	-4%	-$12K	0.06%	242
2025 Q3	$290K	Hold	487	–	–	0.07%	232
2025 Q2	$276K	Buy	487 +72	+17%	+$38.6K	0.07%	234
2025 Q1	$221K	Hold	415	–	–	0.05%	273
2024 Q4	$236K	Sell	415 -49	-11%	-$28.7K	0.06%	249
2024 Q3	$264K	Hold	464	–	–	0.07%	238
2024 Q2	$248K	Hold	464	–	–	0.07%	224
2024 Q1	$235K	Hold	464	–	–	0.07%	231
2023 Q4	$235K	Hold	464	–	–	0.07%	230
2023 Q3	$212K	Buy	+464	New	+$222K	0.07%	217
2019 Q3	–	Sell	-200	Closed	-$71K	–	449
2019 Q2	$71K	Hold	200	–	–	0.03%	396
2019 Q1	$69K	Hold	200	–	–	0.04%	259
2018 Q4	$61K	Buy	+200	New	+$66.6K	0.04%	270

Other funds holding MDY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Essex Savings Bank's MDY Position: Q2 2026 in Review

Essex Savings Bank held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 467 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #221.

Essex Savings Bank first reported a position in MDY in Q4 2018 and has held it in 15 quarters since. 1,033 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Essex Savings Bank held 467 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $328K as of Q2 2026.
Essex Savings Bank left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Essex Savings Bank's portfolio in Q2 2026, its #221 holding.
Essex Savings Bank first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 15 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.