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 Q3	$272K	Sell	406 -5	-1%	-$3.44K	0.05%	196
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Legacy Trust's MDY Position: Q3 2026 in Review

Legacy Trust reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.2% in Q3 2026, selling an estimated $3.44K and leaving 406 shares worth $272K. The position accounts for 0.05% of the portfolio, ranked #196.

Legacy Trust first reported a position in MDY in Q4 2022 and has held it in 16 quarters since. The position peaked at $624K in Q3 2024. 978 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Legacy Trust held 406 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $272K as of Q3 2026.
Legacy Trust sold 5 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $3.44K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Legacy Trust's portfolio in Q3 2026, its #196 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 16 quarters since.
Legacy Trust's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $624K in Q3 2024.
978 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.