First National Bank of Mount Dora’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

First National Bank of Mount Dora’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	$1.26M	Hold	1,796	–	–	0.25%	68
2026 Q1	$1.11M	Sell	1,796 -32	-2%	-$20.3K	0.24%	68
2025 Q4	$1.1M	Sell	1,828 -21	-1%	-$12.6K	0.24%	66
2025 Q3	$1.1M	Hold	1,849	–	–	0.24%	64
2025 Q2	$1.05M	Sell	1,849 -19	-1%	-$10.2K	0.24%	64
2025 Q1	$997K	Sell	1,868 -42	-2%	-$23.8K	0.24%	67
2024 Q4	$1.09M	Sell	1,910 -80	-4%	-$46.9K	0.25%	70
2024 Q3	$1.13M	Sell	1,990 -17	-0.8%	-$9.37K	0.26%	73
2024 Q2	$1.07M	Sell	2,007 -15	-0.7%	-$8.07K	0.26%	76
2024 Q1	$1.13M	Sell	2,022 -25	-1%	-$12.9K	0.27%	74
2023 Q4	$1.04M	Sell	2,047 -25	-1%	-$11.6K	0.28%	67
2023 Q3	$946K	Hold	2,072	–	–	0.28%	67
2023 Q2	$992K	Hold	2,072	–	–	0.28%	70
2023 Q1	$950K	Sell	2,072 -50	-2%	-$23.3K	0.29%	68
2022 Q4	$940K	Buy	2,122 +32	+2%	+$14.2K	0.31%	67
2022 Q3	$840K	Sell	2,090 -44	-2%	-$19.4K	0.3%	69
2022 Q2	$883K	Sell	2,134 -43	-2%	-$19.4K	0.3%	68
2022 Q1	$1.07M	Hold	2,177	–	–	0.32%	67
2021 Q4	$1.13M	Sell	2,177 -50	-2%	-$25.4K	0.33%	64
2021 Q3	$1.07M	Sell	2,227 -76	-3%	-$37.3K	0.35%	65
2021 Q2	$1.13M	Sell	2,303 -85	-4%	-$41.9K	0.37%	61
2021 Q1	$1.14M	Sell	2,388 -330	-12%	-$150K	0.4%	60
2020 Q4	$1.14M	Sell	2,718 -250	-8%	-$96.3K	0.41%	60
2020 Q3	$1M	Sell	2,968 -220	-7%	-$75.1K	0.42%	60
2020 Q2	$1.03M	Sell	3,188 -50	-2%	-$15.2K	0.47%	59
2020 Q1	$852K	Buy	3,238 +195	+6%	+$66.1K	0.45%	57
2019 Q4	$1.14M	Sell	3,043 -50	-2%	-$18.1K	0.48%	57
2019 Q3	$1.09M	Sell	3,093 -380	-11%	-$133K	0.5%	56
2019 Q2	$1.23M	Sell	3,473 -250	-7%	-$87.4K	0.57%	50
2019 Q1	$1.29M	Sell	3,723 -25	-0.7%	-$8.41K	0.57%	54
2018 Q4	$1.14M	Sell	3,748 -25	-0.7%	-$8.32K	0.57%	54
2018 Q3	$1.39M	Sell	3,773 -630	-14%	-$231K	0.6%	52
2018 Q2	$1.56M	Sell	4,403 -260	-6%	-$91.4K	0.7%	47
2018 Q1	$1.59M	Sell	4,663 -535	-10%	-$186K	0.73%	46
2017 Q4	$1.8M	Sell	5,198 -275	-5%	-$92.7K	0.79%	43
2017 Q3	$1.79M	Sell	5,473 -260	-5%	-$82.6K	0.88%	43
2017 Q2	$1.82M	Sell	5,733 -345	-6%	-$109K	0.95%	43
2017 Q1	$1.9M	Sell	6,078 -215	-3%	-$66.7K	1.02%	42
2016 Q4	$1.9M	Buy	6,293 +25	+0.4%	+$7.23K	1.12%	37
2016 Q3	$1.77M	Sell	6,268 -255	-4%	-$71.8K	0.99%	45
2016 Q2	$1.78M	Sell	6,523 -165	-2%	-$44.1K	1.02%	46
2016 Q1	$1.76M	Sell	6,688 -1,334	-17%	-$325K	1.04%	43
2015 Q4	$2.04M	Sell	8,022 -345	-4%	-$89.8K	1.2%	39
2015 Q3	$2.08M	Sell	8,367 -236	-3%	-$62.5K	1.27%	36
2015 Q2	$2.35M	Buy	8,603 +20	+0.2%	+$5.56K	1.31%	34
2015 Q1	$2.38M	Sell	8,583 -215	-2%	-$58K	1.29%	33
2014 Q4	$2.32M	Sell	8,798 -1,000	-10%	-$256K	1.3%	29
2014 Q3	$2.44M	Buy	9,798 +70	+0.7%	+$18K	1.43%	26
2014 Q2	$2.54M	Buy	9,728 +1,705	+21%	+$427K	1.47%	25
2014 Q1	$2.01M	Buy	8,023 +2,933	+58%	+$719K	1.22%	30
2013 Q4	$1.24M	Buy	5,090 +265	+5%	+$62.3K	0.81%	47
2013 Q3	$1.09M	Buy	4,825 +3,600	+294%	+$800K	0.8%	47
2013 Q2	$257K	Buy	+1,225	New	+$259K	0.19%	80

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

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

First National Bank of Mount Dora's MDY Position: Q2 2026 in Review

First National Bank of Mount Dora held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,796 shares worth $1.26M. The position accounts for 0.25% of the portfolio, ranked #68.

First National Bank of Mount Dora first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.54M in Q2 2014. 1,011 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

First National Bank of Mount Dora held 1,796 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.26M as of Q2 2026.
First National Bank of Mount Dora 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 0.25% of First National Bank of Mount Dora's portfolio in Q2 2026, its #68 holding.
First National Bank of Mount Dora first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 53 quarters since.
First National Bank of Mount Dora's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.54M in Q2 2014.
1,011 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.