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

Legacy 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	$289K	Sell	411 -15	-4%	-$10K	0.05%	176
2026 Q1	$263K	Hold	426	–	–	0.05%	185
2025 Q4	$257K	Sell	426 -5	-1%	-$2.99K	0.05%	174
2025 Q3	$257K	Sell	431 -110	-20%	-$64.6K	0.05%	174
2025 Q2	$306K	Sell	541 -550	-50%	-$295K	0.08%	120
2025 Q1	$582K	Hold	1,091	–	–	0.14%	98
2024 Q4	$621K	Sell	1,091 -5	-0.5%	-$2.93K	0.14%	97
2024 Q3	$624K	Hold	1,096	–	–	0.14%	99
2024 Q2	$586K	Hold	1,096	–	–	0.15%	97
2024 Q1	$610K	Hold	1,096	–	–	0.15%	98
2023 Q4	$556K	Hold	1,096	–	–	0.14%	99
2023 Q3	$500K	Sell	1,096 -26	-2%	-$12.5K	0.15%	100
2023 Q2	$537K	Buy	1,122 +10	+0.9%	+$4.55K	0.15%	98
2023 Q1	$510K	Buy	1,112 +50	+5%	+$23.3K	0.15%	100
2022 Q4	$470K	Buy	+1,062	New	+$470K	0.15%	101

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 Trust's MDY Position: Q2 2026 in Review

Legacy Trust reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.5% in Q2 2026, selling an estimated $10K and leaving 411 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #176.

Legacy Trust first reported a position in MDY in Q4 2022 and has held it in 15 quarters since. The position peaked at $624K in Q3 2024. 1,542 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Legacy Trust held 411 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $289K as of Q2 2026.
Legacy Trust sold 15 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $10K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Legacy Trust's portfolio in Q2 2026, its #176 holding.
Legacy Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Legacy Trust's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $624K in Q3 2024.
1,542 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.