Leavell Investment Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Leavell Investment Management’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	$5.92M	Sell	8,403 -13	-0.2%	-$8.71K	0.22%	119
2026 Q1	$5.2M	Sell	8,416 -1,850	-18%	-$1.17M	0.21%	118
2025 Q4	$6.22M	Sell	10,266 -82	-0.8%	-$49.1K	0.26%	97
2025 Q3	$6.18M	Sell	10,348 -364	-3%	-$214K	0.26%	95
2025 Q2	$6.09M	Buy	10,712 +28	+0.3%	+$15K	0.27%	91
2025 Q1	$5.71M	Buy	10,684 +52	+0.5%	+$29.5K	0.28%	87
2024 Q4	$6.08M	Sell	10,632 -58	-0.5%	-$34K	0.3%	80
2024 Q3	$6.11M	Buy	10,690 +500	+5%	+$275K	0.3%	78
2024 Q2	$5.47M	Hold	10,190	–	–	0.3%	82
2024 Q1	$5.68M	Sell	10,190 -326	-3%	-$169K	0.33%	79
2023 Q4	$5.36M	Buy	10,516 +3,484	+50%	+$1.62M	0.34%	74
2023 Q3	$3.22M	Sell	7,032 -4	-0.1%	-$1.92K	0.23%	110
2023 Q2	$3.38M	Buy	7,036 +2,605	+59%	+$1.19M	0.23%	112
2023 Q1	$2.04M	Buy	4,431 +600	+16%	+$280K	0.15%	149
2022 Q4	$1.71M	Sell	3,831 -44	-1%	-$19.5K	0.13%	167
2022 Q3	$1.57M	Hold	3,875	–	–	0.12%	162
2022 Q2	$1.61M	Hold	3,875	–	–	0.12%	164
2022 Q1	$1.91M	Sell	3,875 -26	-0.7%	-$12.7K	0.13%	156
2021 Q4	$2.02M	Hold	3,901	–	–	0.13%	151
2021 Q3	$1.88M	Buy	3,901 +20	+0.5%	+$9.82K	0.14%	147
2021 Q2	$1.85M	Hold	3,881	–	–	0.15%	143
2021 Q1	$1.85M	Buy	3,881 +104	+3%	+$47.4K	0.15%	143
2020 Q4	$1.59M	Buy	3,777 +358	+10%	+$138K	0.14%	152
2020 Q3	$1.16M	Sell	3,419 -18	-0.5%	-$6.14K	0.1%	171
2020 Q2	$1.12M	Sell	3,437 -15	-0.4%	-$4.55K	0.11%	169
2020 Q1	$911K	Hold	3,452	–	–	0.11%	167
2019 Q4	$1.3M	Buy	3,452 +1	+0%	+$361	0.12%	158
2019 Q3	$1.22M	Buy	3,451 +5	+0.1%	+$1.75K	0.13%	161
2019 Q2	$1.23M	Buy	3,446 +61	+2%	+$21.3K	0.13%	160
2019 Q1	$1.17M	Hold	3,385	–	–	0.13%	164
2018 Q4	$1.03M	Buy	3,385 +250	+8%	+$83.2K	0.13%	162
2018 Q3	$1.16M	Hold	3,135	–	–	0.12%	165
2018 Q2	$1.12M	Sell	3,135 -15	-0.5%	-$5.27K	0.13%	164
2018 Q1	$1.08M	Hold	3,150	–	–	0.13%	169
2017 Q4	$1.09M	Sell	3,150 -60	-2%	-$20.2K	0.13%	171
2017 Q3	$1.05M	Hold	3,210	–	–	0.13%	167
2017 Q2	$1.02M	Hold	3,210	–	–	0.13%	165
2017 Q1	$1M	Hold	3,210	–	–	0.13%	161
2016 Q4	$969K	Sell	3,210 -90	-3%	-$26K	0.13%	158
2016 Q3	$931K	Hold	3,300	–	–	0.14%	163
2016 Q2	$898K	Hold	3,300	–	–	0.13%	172
2016 Q1	$867K	Hold	3,300	–	–	0.13%	171
2015 Q4	$838K	Buy	3,300 +125	+4%	+$32.5K	0.12%	167
2015 Q3	$790K	Hold	3,175	–	–	0.12%	168
2015 Q2	$867K	Hold	3,175	–	–	0.13%	179
2015 Q1	$880K	Hold	3,175	–	–	0.13%	180
2014 Q4	$838K	Sell	3,175 -430	-12%	-$110K	0.13%	182
2014 Q3	$899K	Sell	3,605 -5,000	-58%	-$1.28M	0.14%	170
2014 Q2	$2.24M	Sell	8,605 -1,780	-17%	-$446K	0.35%	90
2014 Q1	$2.6M	Hold	10,385	–	–	0.43%	70
2013 Q4	$2.54M	Hold	10,385	–	–	0.43%	72
2013 Q3	$2.35M	Buy	10,385 +1,000	+11%	+$222K	0.42%	70
2013 Q2	$1.97M	Buy	+9,385	New	+$1.98M	0.37%	73

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leavell Investment Management's MDY Position: Q2 2026 in Review

Leavell Investment Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.15% in Q2 2026, selling an estimated $8.71K and leaving 8,403 shares worth $5.92M. The position accounts for 0.22% of the portfolio, ranked #119.

Leavell Investment Management first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.22M in Q4 2025. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Leavell Investment Management held 8,403 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.92M as of Q2 2026.
Leavell Investment Management sold 13 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $8.71K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.22% of Leavell Investment Management's portfolio in Q2 2026, its #119 holding.
Leavell Investment Management 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.
Leavell Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $6.22M in Q4 2025.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.