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

First City Capital Management’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	$1.38M	Buy	1,957 +2	+0.1%	+$1.34K	0.67%	39
2026 Q1	$1.21M	Buy	1,955 +45	+2%	+$28.5K	0.64%	40
2025 Q4	$1.15M	Buy	1,910 +428	+29%	+$256K	0.61%	37
2025 Q3	$883K	Buy	1,482 +54	+4%	+$31.7K	0.48%	52
2025 Q2	$809K	Buy	1,428 +26	+2%	+$14K	0.47%	57
2025 Q1	$748K	Hold	1,402	–	–	0.45%	58
2024 Q4	$799K	Buy	1,402 +495	+55%	+$290K	0.43%	58
2024 Q3	$517K	Hold	907	–	–	0.27%	92
2024 Q2	$485K	Buy	+907	New	+$488K	0.27%	93

Other funds holding MDY

CCA

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

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

First City Capital Management's MDY Position: Q2 2026 in Review

First City Capital Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.1% in Q2 2026, buying an estimated $1.34K and bringing the position to 1,957 shares worth $1.38M. The position accounts for 0.67% of the portfolio, ranked #39.

First City Capital Management first reported a position in MDY in Q2 2024 and has held it in 9 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

First City Capital Management held 1,957 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.38M as of Q2 2026.
First City Capital Management bought 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.34K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.67% of First City Capital Management's portfolio in Q2 2026, its #39 holding.
First City Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 9 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on First City Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.