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

Members 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	$724K	Hold	1,030	–	–	0.02%	73
2026 Q1	$635K	Hold	1,030	–	–	0.02%	77
2025 Q4	$621K	Hold	1,030	–	–	0.02%	78
2025 Q3	$614K	Hold	1,030	–	–	0.02%	78
2025 Q2	$583K	Buy	1,030 +64	+7%	+$34.4K	0.02%	73
2025 Q1	$515K	Buy	+966	New	+$548K	0.02%	72
2020 Q4	–	Sell	-884	Closed	-$300K	–	115
2020 Q3	$300K	Hold	884	–	–	0.01%	80
2020 Q2	$287K	Buy	+884	New	+$268K	0.01%	77
2018 Q1	$302K	Buy	+884	New	+$308K	0.02%	72

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Members Trust's MDY Position: Q2 2026 in Review

Members Trust held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,030 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #73.

Members Trust first reported a position in MDY in Q1 2018 and has held it in 9 quarters since. 759 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Members Trust held 1,030 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $724K as of Q2 2026.
Members 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 0.02% of Members Trust's portfolio in Q2 2026, its #73 holding.
Members Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 9 quarters since.
759 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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