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

First Western Trust 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 Q1	$651K	Hold	1,055	–	–	0.03%	104
2025 Q4	$636K	Hold	1,055	–	–	0.03%	107
2025 Q3	$629K	Hold	1,055	–	–	0.03%	105
2025 Q2	$598K	Hold	1,055	–	–	0.03%	110
2025 Q1	$563K	Buy	1,055 +106	+11%	+$60.2K	0.03%	111
2024 Q4	$541K	Hold	949	–	–	0.03%	115
2024 Q3	$541K	Sell	949 -493	-34%	-$272K	0.02%	121
2024 Q2	$772K	Hold	1,442	–	–	0.04%	96
2024 Q1	$802K	Sell	1,442 -1	-0.1%	-$518	0.04%	100
2023 Q4	$732K	Sell	1,443 -429	-23%	-$199K	0.04%	102
2023 Q3	$855K	Sell	1,872 -319	-15%	-$153K	0.05%	91
2023 Q2	$1.05M	Hold	2,191	–	–	0.05%	88
2023 Q1	$1M	Sell	2,191 -170	-7%	-$79.2K	0.05%	92
2022 Q4	$1.05M	Hold	2,361	–	–	0.06%	82
2022 Q3	$948K	Hold	2,361	–	–	0.06%	83
2022 Q2	$986K	Sell	2,361 -127	-5%	-$57.3K	0.07%	84
2022 Q1	$1.24M	Buy	+2,488	New	+$1.21M	0.06%	84

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Western Trust Bank's MDY Position: Q1 2026 in Review

First Western Trust Bank held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,055 shares worth $651K. The position accounts for 0.03% of the portfolio, ranked #104.

First Western Trust Bank first reported a position in MDY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.24M in Q1 2022. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

First Western Trust Bank held 1,055 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $651K as of Q1 2026.
First Western Trust Bank left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of First Western Trust Bank's portfolio in Q1 2026, its #104 holding.
First Western Trust Bank first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and has held it in 17 quarters since.
First Western Trust Bank's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.24M in Q1 2022.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.