First Merchants Corp’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

First Merchants Corp’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	$9.96M	Sell	14,160 -1,354	-9%	-$907K	0.35%	76
2026 Q1	$9.57M	Sell	15,514 -53	-0.3%	-$33.6K	0.36%	69
2025 Q4	$9.39M	Sell	15,567 -127	-0.8%	-$76K	0.35%	72
2025 Q3	$9.35M	Sell	15,694 -379	-2%	-$222K	0.35%	72
2025 Q2	$9.11M	Sell	16,073 -543	-3%	-$291K	0.35%	76
2025 Q1	$8.86M	Sell	16,616 -249	-1%	-$141K	0.35%	80
2024 Q4	$9.61M	Sell	16,865 -149	-0.9%	-$87.3K	0.37%	72
2024 Q3	$9.69M	Sell	17,014 -944	-5%	-$520K	0.37%	72
2024 Q2	$9.61M	Sell	17,958 -464	-3%	-$250K	0.39%	69
2024 Q1	$10.2M	Sell	18,422 -13	-0.1%	-$6.73K	0.77%	40
2023 Q4	$9.35M	Sell	18,435 -77	-0.4%	-$35.8K	0.77%	45
2023 Q3	$8.45M	Sell	18,512 -770	-4%	-$369K	0.75%	41
2023 Q2	$9.23M	Sell	19,282 -293	-1%	-$133K	0.78%	36
2023 Q1	$8.97M	Sell	19,575 -424	-2%	-$198K	0.8%	36
2022 Q4	$8.86M	Buy	19,999 +245	+1%	+$108K	0.81%	40
2022 Q3	$7.93M	Buy	19,754 +40	+0.2%	+$17.7K	0.79%	38
2022 Q2	$8.15M	Sell	19,714 -431	-2%	-$195K	0.81%	35
2022 Q1	$9.88M	Sell	20,145 -212	-1%	-$103K	0.81%	34
2021 Q4	$10.5M	Sell	20,357 -546	-3%	-$278K	0.81%	34
2021 Q3	$10.1M	Sell	20,903 -23	-0.1%	-$11.3K	0.64%	34
2021 Q2	$10.3M	Sell	20,926 -404	-2%	-$199K	0.67%	33
2021 Q1	$10.2M	Sell	21,330 -890	-4%	-$406K	0.68%	31
2020 Q4	$9.33M	Sell	22,220 -1,619	-7%	-$624K	0.64%	30
2020 Q3	$8.08M	Sell	23,839 -190	-0.8%	-$64.8K	0.62%	33
2020 Q2	$7.8M	Sell	24,029 -1,291	-5%	-$391K	0.66%	29
2020 Q1	$6.66M	Sell	25,320 -115	-0.5%	-$39K	0.86%	29
2019 Q4	$9.55M	Sell	25,435 -885	-3%	-$320K	0.98%	20
2019 Q3	$9.28M	Sell	26,320 -548	-2%	-$192K	0.99%	21
2019 Q2	$9.53M	Sell	26,868 -1,492	-5%	-$521K	1.52%	10
2019 Q1	$9.79M	Sell	28,360 -470	-2%	-$158K	1.58%	10
2018 Q4	$8.73M	Sell	28,830 -1,018	-3%	-$339K	1.67%	10
2018 Q3	$11M	Sell	29,848 -399	-1%	-$146K	1.8%	8
2018 Q2	$10.7M	Sell	30,247 -702	-2%	-$247K	1.87%	8
2018 Q1	$10.6M	Sell	30,949 -718	-2%	-$250K	1.78%	9
2017 Q4	$10.9M	Sell	31,667 -269	-0.8%	-$90.6K	1.86%	9
2017 Q3	$10.4M	Sell	31,936 -144	-0.4%	-$45.8K	1.8%	9
2017 Q2	$10.2M	Sell	32,080 -846	-3%	-$266K	2.82%	4
2017 Q1	$10.3M	Sell	32,926 -163	-0.5%	-$50.6K	2.87%	5
2016 Q4	$9.98M	Sell	33,089 -3,593	-10%	-$1.04M	2.96%	5
2016 Q3	$10.4M	Sell	36,682 -582	-2%	-$164K	3.32%	4
2016 Q2	$10.1M	Sell	37,264 -1,183	-3%	-$316K	3.34%	4
2016 Q1	$10.1M	Sell	38,447 -1,050	-3%	-$256K	3.58%	4
2015 Q4	$10M	Sell	39,497 -1,154	-3%	-$300K	3.54%	4
2015 Q3	$10.1M	Sell	40,651 -680	-2%	-$180K	3.61%	3
2015 Q2	$11.3M	Sell	41,331 -661	-2%	-$184K	3.53%	3
2015 Q1	$11.6M	Sell	41,992 -1,508	-3%	-$406K	3.59%	3
2014 Q4	$11.5M	Sell	43,500 -505	-1%	-$129K	3.59%	3
2014 Q3	$11M	Sell	44,005 -1,711	-4%	-$439K	3.51%	3
2014 Q2	$11.9M	Sell	45,716 -350	-0.8%	-$87.6K	3.71%	3
2014 Q1	$11.5M	Sell	46,066 -276	-0.6%	-$67.7K	3.72%	3
2013 Q4	$11.3M	Sell	46,342 -106	-0.2%	-$24.9K	3.72%	3
2013 Q3	$10.5M	Sell	46,448 -865	-2%	-$192K	3.56%	3
2013 Q2	$9.94M	Buy	+47,313	New	+$10M	3.53%	4

Other funds holding MDY

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return