Independence Bank of Kentucky’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Independence Bank of Kentucky’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	$3.38M	Hold	4,809	–	–	0.38%	57
2026 Q1	$2.97M	Hold	4,809	–	–	0.38%	58
2025 Q4	$2.9M	Buy	4,809 +20	+0.4%	+$12K	0.36%	58
2025 Q3	$2.85M	Hold	4,789	–	–	0.37%	57
2025 Q2	$2.71M	Hold	4,789	–	–	0.38%	55
2025 Q1	$2.55M	Hold	4,789	–	–	0.4%	56
2024 Q4	$2.73M	Buy	4,789 +4,553	+1,929%	+$2.67M	0.42%	49
2024 Q3	$134K	Buy	+236	New	+$130K	0.03%	301

Other funds holding MDY

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 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

Independence Bank of Kentucky's MDY Position: Q2 2026 in Review

Independence Bank of Kentucky held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 4,809 shares worth $3.38M. The position accounts for 0.38% of the portfolio, ranked #57.

Independence Bank of Kentucky first reported a position in MDY in Q3 2024 and has held it in 8 quarters since. 1,240 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Independence Bank of Kentucky held 4,809 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.38M as of Q2 2026.
Independence Bank of Kentucky 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 0.38% of Independence Bank of Kentucky's portfolio in Q2 2026, its #57 holding.
Independence Bank of Kentucky first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 8 quarters since.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.