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

Plimoth 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 Q3	$220K	Buy	+335	New	+$231K	0.04%	174
2020 Q1	–	Sell	-590	Closed	-$221K	–	163
2019 Q4	$221K	Sell	590 -2,060	-78%	-$745K	0.07%	171
2019 Q3	$934K	Sell	2,650 -305	-10%	-$107K	0.31%	98
2019 Q2	$1.05M	Sell	2,955 -16	-0.5%	-$5.59K	0.34%	89
2019 Q1	$1.03M	Buy	+2,971	New	+$999K	0.34%	87
2018 Q4	–	Sell	-621	Closed	-$228K	–	185
2018 Q3	$228K	Hold	621	–	–	0.07%	178
2018 Q2	$220K	Hold	621	–	–	0.08%	180
2018 Q1	$212K	Sell	621 -20	-3%	-$6.96K	0.07%	187
2017 Q4	$221K	Buy	+641	New	+$216K	0.08%	175

Other funds holding MDY

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Plimoth Trust's MDY Position: Q3 2026 in Review

Plimoth Trust opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2026: 335 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #174 among its holdings. This is a return to the name: Plimoth Trust previously reported a position in MDY as recently as Q4 2019.

Plimoth Trust first reported a position in MDY in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.05M in Q2 2019. 995 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Plimoth Trust held 335 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $220K as of Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Plimoth Trust position in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Plimoth Trust's portfolio in Q3 2026, its #174 holding.
Plimoth Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 9 quarters since.
Plimoth Trust's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.05M in Q2 2019.
995 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Plimoth Trust's 13F filing for Q3 2026, filed 26 Oct 2026.