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

Oakworth Capital’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	$7.67K	Hold	11	–	–	﹤0.01%	725
2026 Q1	$6.78K	Hold	11	–	–	﹤0.01%	699
2025 Q4	$6.64K	Hold	11	–	–	﹤0.01%	701
2025 Q3	$6.56K	Buy	+11	New	+$6.46K	﹤0.01%	659

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

Oakworth Capital's MDY Position: Q2 2026 in Review

Oakworth Capital held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 11 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Oakworth Capital first reported a position in MDY in Q3 2025 and has held it in 4 quarters since. 1,530 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Oakworth Capital held 11 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.67K as of Q2 2026.
Oakworth Capital 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 Oakworth Capital's portfolio in Q2 2026, its #725 holding.
Oakworth Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and has held it in 4 quarters since.
1,530 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.