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

Kennebec Savings 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
Q2 		$1.49M Sell
2,113
-97
-4% -$65K 1.19% 21
2026
Q1 		$1.36M Hold
2,210
– – 1.22% 25
2025
Q4 		$1.33M Hold
2,210
– – 1.15% 26
2025
Q3 		$1.32M Hold
2,210
– – 1.2% 23
2025
Q2 		$1.25M Hold
2,210
– – 1.23% 22
2025
Q1 		$1.18M Sell
2,210
-26
-1% -$14.8K 1.25% 23
2024
Q4 		$1.27M Sell
2,236
-137
-6% -$80.3K 1.28% 19
2024
Q3 		$1.35M Buy
+2,373
New +$1.31M 1.34% 18

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Kennebec Savings Bank's MDY Position: Q2 2026 in Review

Kennebec Savings Bank reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.4% in Q2 2026, selling an estimated $65K and leaving 2,113 shares worth $1.49M. The position accounts for 1.19% of the portfolio, ranked #21.

Kennebec Savings Bank first reported a position in MDY in Q3 2024 and has held it in 8 quarters since. 575 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Kennebec Savings Bank held 2,113 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.49M as of Q2 2026.
  • Kennebec Savings Bank sold 97 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $65K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.19% of Kennebec Savings Bank's portfolio in Q2 2026, its #21 holding.
  • Kennebec Savings Bank 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.
  • 575 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.