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

Pinnacle Bancorp’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
2025 Q4	–	Sell	-520	Closed	-$310K	–	901
2025 Q3	$310K	Hold	520	–	–	0.09%	175
2025 Q2	$295K	Hold	520	–	–	0.09%	178
2025 Q1	$277K	Hold	520	–	–	0.09%	175
2024 Q4	$296K	Hold	520	–	–	0.1%	169
2024 Q3	$296K	Hold	520	–	–	0.08%	173
2024 Q2	$278K	Hold	520	–	–	0.08%	166
2024 Q1	$289K	Hold	520	–	–	0.09%	161
2023 Q4	$264K	Hold	520	–	–	0.09%	163
2023 Q3	$237K	Buy	520 +25	+5%	+$12K	0.08%	163
2023 Q2	$237K	Hold	495	–	–	0.08%	171
2023 Q1	$227K	Buy	495 +20	+4%	+$9.32K	0.08%	178
2022 Q4	$210K	Hold	475	–	–	0.08%	179
2022 Q3	$191K	Hold	475	–	–	0.08%	176
2022 Q2	$196K	Sell	475 -75	-14%	-$33.9K	0.08%	170
2022 Q1	$270K	Sell	550 -50	-8%	-$24.3K	0.09%	149
2021 Q4	$311K	Hold	600	–	–	0.11%	135
2021 Q3	$289K	Hold	600	–	–	0.12%	135
2021 Q2	$295K	Hold	600	–	–	0.13%	127
2021 Q1	$286K	Hold	600	–	–	0.14%	124
2020 Q4	$252K	Hold	600	–	–	0.16%	122
2020 Q3	$203K	Hold	600	–	–	0.14%	131
2020 Q2	$195K	Hold	600	–	–	0.15%	137
2020 Q1	$158K	Buy	600 +90	+18%	+$30.5K	0.14%	141
2019 Q4	$191K	Hold	510	–	–	0.13%	145
2019 Q3	$180K	Hold	510	–	–	0.1%	142
2019 Q2	$181K	Hold	510	–	–	0.1%	140
2019 Q1	$176K	Hold	510	–	–	0.1%	145
2018 Q4	$154K	Buy	+510	New	+$170K	0.09%	156
2017 Q1	$170K	Buy	+545	New	+$169K	0.12%	123

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Pinnacle Bancorp's MDY Position: Q4 2025 in Review

Pinnacle Bancorp sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 520 shares — an estimated $310K sold.

Pinnacle Bancorp first reported a position in MDY in Q1 2017 and held it in 29 quarters. The position peaked at $311K in Q4 2021. 1,433 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Pinnacle Bancorp reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
Pinnacle Bancorp sold 520 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $310K.
Pinnacle Bancorp first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and held it in 29 quarters.
Pinnacle Bancorp's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $311K in Q4 2021.
1,433 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Pinnacle Bancorp's 13F filing for Q4 2025, filed 22 Jan 2026.