Luther King Capital Management (LKCM)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Luther King Capital Management (LKCM)’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	–	Hold	0	–	–	–	563
2026 Q1	–	Hold	0	–	–	–	554
2025 Q4	–	Hold	0	–	–	–	540
2025 Q3	–	Hold	0	–	–	–	523
2024 Q3	–	Hold	0	–	–	–	570
2024 Q2	–	Hold	0	–	–	–	570
2024 Q1	–	Hold	0	–	–	–	545
2023 Q4	–	Hold	0	–	–	–	515
2023 Q3	–	Hold	0	–	–	–	523
2017 Q3	–	Sell	-678	Closed	-$215K	–	510
2017 Q2	$215K	Hold	678	–	–	﹤0.01%	474
2017 Q1	$212K	Buy	+678	New	+$210K	﹤0.01%	495
2015 Q1	–	Sell	-1,723	Closed	-$455K	–	553
2014 Q4	$455K	Hold	1,723	–	–	﹤0.01%	444
2014 Q3	$430K	Buy	+1,723	New	+$442K	﹤0.01%	465

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

Luther King Capital Management (LKCM)'s MDY Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 0 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Luther King Capital Management (LKCM) first reported a position in MDY in Q3 2014 and has held it in 4 quarters since. The position peaked at $455K in Q4 2014. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Luther King Capital Management (LKCM) held 0 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $273K as of Q2 2026.
Luther King Capital Management (LKCM) 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 ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #563 holding.
Luther King Capital Management (LKCM) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2014 and has held it in 4 quarters since.
Luther King Capital Management (LKCM)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $455K in Q4 2014.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.