First Business Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

First Business Financial Services’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	$624K	Hold	887	–	–	0.05%	107
2026 Q1	$547K	Hold	887	–	–	0.05%	111
2025 Q4	$535K	Hold	887	–	–	0.05%	108
2025 Q3	$529K	Hold	887	–	–	0.05%	120
2025 Q2	$502K	Sell	887 -28	-3%	-$15K	0.05%	119
2025 Q1	$488K	Sell	915 -2	-0.2%	-$1.14K	0.05%	117
2024 Q4	$522K	Hold	917	–	–	0.05%	114
2024 Q3	$522K	Hold	917	–	–	0.05%	108
2024 Q2	$491K	Hold	917	–	–	0.05%	106
2024 Q1	$510K	Sell	917 -634	-41%	-$328K	0.05%	107
2023 Q4	$787K	Hold	1,551	–	–	0.09%	84
2023 Q3	$708K	Sell	1,551 -82	-5%	-$39.3K	0.09%	91
2023 Q2	$782K	Hold	1,633	–	–	0.1%	89
2023 Q1	$749K	Hold	1,633	–	–	0.09%	86
2022 Q4	$723K	Sell	1,633 -16,237	-91%	-$7.18M	0.1%	85
2022 Q3	$674K	Buy	17,870 +16,147	+937%	+$7.13M	0.1%	86
2022 Q2	$712K	Sell	1,723 -85	-5%	-$38.4K	0.1%	85
2022 Q1	$887K	Hold	1,808	–	–	0.1%	82
2021 Q4	$936K	Sell	1,808 -80	-4%	-$40.7K	0.1%	77
2021 Q3	$908K	Hold	1,888	–	–	0.1%	75
2021 Q2	$927K	Sell	1,888 -5	-0.3%	-$2.47K	0.11%	69
2021 Q1	$901K	Sell	1,893 -10	-0.5%	-$4.56K	0.12%	62
2020 Q4	$799K	Buy	1,903 +345	+22%	+$133K	0.12%	56
2020 Q3	$528K	Sell	1,558 -5	-0.3%	-$1.71K	0.09%	74
2020 Q2	$507K	Buy	+1,563	New	+$474K	0.09%	69
2020 Q1	–	Sell	-660	Closed	-$248K	–	123
2019 Q4	$248K	Hold	660	–	–	0.04%	114
2019 Q3	$233K	Hold	660	–	–	0.04%	110
2019 Q2	$234K	Hold	660	–	–	0.04%	112
2019 Q1	$228K	Sell	660 -20	-3%	-$6.73K	0.04%	101
2018 Q4	$206K	Buy	680 +80	+13%	+$26.6K	0.04%	142
2018 Q3	$220K	Hold	600	–	–	0.03%	106
2018 Q2	$213K	Hold	600	–	–	0.04%	81
2018 Q1	$205K	Hold	600	–	–	0.04%	78
2017 Q4	$207K	Buy	+600	New	+$202K	0.04%	78

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

First Business Financial Services's MDY Position: Q2 2026 in Review

First Business Financial Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 887 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #107.

First Business Financial Services first reported a position in MDY in Q4 2017 and has held it in 34 quarters since. The position peaked at $936K in Q4 2021. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

First Business Financial Services held 887 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $624K as of Q2 2026.
First Business Financial Services 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 0.05% of First Business Financial Services's portfolio in Q2 2026, its #107 holding.
First Business Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 34 quarters since.
First Business Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $936K in Q4 2021.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.