Legacy Private Trust’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Legacy Private Trust’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	$1.17M	Hold	1,665	–	–	0.06%	157
2026 Q1	$1.03M	Hold	1,665	–	–	0.06%	160
2025 Q4	$1M	Hold	1,665	–	–	0.06%	159
2025 Q3	$992K	Hold	1,665	–	–	0.06%	154
2025 Q2	$943K	Sell	1,665 -1	-0.1%	-$537	0.06%	157
2025 Q1	$889K	Hold	1,666	–	–	0.06%	159
2024 Q4	$949K	Hold	1,666	–	–	0.06%	154
2024 Q3	$949K	Hold	1,666	–	–	0.06%	155
2024 Q2	$891K	Hold	1,666	–	–	0.06%	149
2024 Q1	$927K	Hold	1,666	–	–	0.07%	149
2023 Q4	$845K	Hold	1,666	–	–	0.07%	146
2023 Q3	$761K	Sell	1,666 -43	-3%	-$20.6K	0.07%	149
2023 Q2	$818K	Buy	1,709 +43	+3%	+$19.6K	0.07%	144
2023 Q1	$764K	Hold	1,666	–	–	0.07%	150
2022 Q4	$738K	Hold	1,666	–	–	0.07%	155
2022 Q3	$669K	Hold	1,666	–	–	0.06%	151
2022 Q2	$689K	Hold	1,666	–	–	0.06%	150
2022 Q1	$817K	Sell	1,666 -30	-2%	-$14.6K	0.06%	159
2021 Q4	$878K	Hold	1,696	–	–	0.07%	160
2021 Q3	$816K	Buy	1,696 +65	+4%	+$31.9K	0.07%	158
2021 Q2	$801K	Hold	1,631	–	–	0.07%	161
2021 Q1	$776K	Hold	1,631	–	–	0.07%	152
2020 Q4	$685K	Hold	1,631	–	–	0.06%	150
2020 Q3	$553K	Hold	1,631	–	–	0.06%	155
2020 Q2	$529K	Hold	1,631	–	–	0.06%	153
2020 Q1	$429K	Hold	1,631	–	–	0.06%	161
2019 Q4	$612K	Hold	1,631	–	–	0.06%	164
2019 Q3	$575K	Hold	1,631	–	–	0.06%	163
2019 Q2	$578K	Hold	1,631	–	–	0.07%	161
2019 Q1	$563K	Hold	1,631	–	–	0.07%	158
2018 Q4	$494K	Hold	1,631	–	–	0.06%	168
2018 Q3	$599K	Hold	1,631	–	–	0.07%	160
2018 Q2	$579K	Sell	1,631 -2,208	-58%	-$776K	0.07%	164
2018 Q1	$1.31M	Buy	3,839 +44	+1%	+$15.3K	0.15%	122
2017 Q4	$1.31M	Sell	3,795 -59	-2%	-$19.9K	0.15%	118
2017 Q3	$1.26M	Buy	3,854 +251	+7%	+$79.8K	0.15%	118
2017 Q2	$1.15M	Buy	3,603 +10	+0.3%	+$3.15K	0.14%	120
2017 Q1	$1.12M	Buy	3,593 +1,434	+66%	+$445K	0.14%	131
2016 Q4	$652K	Sell	2,159 -111	-5%	-$32.1K	0.09%	167
2016 Q3	$641K	Sell	2,270 -11	-0.5%	-$3.1K	0.09%	162
2016 Q2	$621K	Sell	2,281 -23	-1%	-$6.15K	0.09%	158
2016 Q1	$606K	Buy	2,304 +77	+3%	+$18.7K	0.09%	163
2015 Q4	$566K	Sell	2,227 -831	-27%	-$216K	0.09%	166
2015 Q3	$761K	Buy	3,058 +16	+0.5%	+$4.24K	0.12%	153
2015 Q2	$831K	Sell	3,042 -1,103	-27%	-$307K	0.13%	154
2015 Q1	$1.15M	Sell	4,145 -828	-17%	-$223K	0.17%	131
2014 Q4	$1.31M	Sell	4,973 -972	-16%	-$249K	0.19%	125
2014 Q3	$1.48M	Buy	5,945 +1,692	+40%	+$434K	0.23%	114
2014 Q2	$1.11M	Sell	4,253 -11,545	-73%	-$2.89M	0.17%	133
2014 Q1	$3.96M	Sell	15,798 -10,840	-41%	-$2.66M	0.69%	40
2013 Q4	$6.5M	Sell	26,638 -3,043	-10%	-$716K	1.19%	20
2013 Q3	$6.72M	Buy	29,681 +1,332	+5%	+$296K	1.42%	16
2013 Q2	$5.96M	Buy	+28,349	New	+$6M	1.4%	18

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

Legacy Private Trust's MDY Position: Q2 2026 in Review

Legacy Private Trust held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,665 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #157.

Legacy Private Trust first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.72M in Q3 2013. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Legacy Private Trust held 1,665 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.17M as of Q2 2026.
Legacy Private Trust 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 0.06% of Legacy Private Trust's portfolio in Q2 2026, its #157 holding.
Legacy Private Trust 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.
Legacy Private Trust's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $6.72M in Q3 2013.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.