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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Trust's MDY Position: Q1 2026 in Review

Legacy Trust held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 426 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #185.

Legacy Trust first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $624K in Q3 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Legacy Trust held 426 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $263K as of Q1 2026.
Legacy Trust left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Legacy Trust's portfolio in Q1 2026, its #185 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 14 quarters since.
Legacy Trust's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $624K in Q3 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.