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

Sabal 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
2025 Q1	$2.51M	Buy	4,708 +115	+3%	+$65.3K	0.14%	95
2024 Q4	$2.62M	Sell	4,593 -509	-10%	-$298K	0.15%	90
2024 Q3	$2.91M	Sell	5,102 -90	-2%	-$49.6K	0.16%	83
2024 Q2	$2.78M	Sell	5,192 -373	-7%	-$201K	0.17%	77
2024 Q1	$3.1M	Sell	5,565 -457	-8%	-$237K	0.18%	72
2023 Q4	$3.06M	Buy	6,022 +4,486	+292%	+$2.08M	0.19%	68
2023 Q3	$701K	Buy	1,536 +1,077	+235%	+$516K	0.05%	123
2023 Q2	$220K	Buy	+459	New	+$209K	0.01%	195
2020 Q1	–	Sell	-745	Closed	-$280K	–	142
2019 Q4	$280K	Buy	+745	New	+$269K	0.02%	130

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sabal Trust's MDY Position: Q1 2025 in Review

Sabal Trust increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.5% in Q1 2025, buying an estimated $65.3K and bringing the position to 4,708 shares worth $2.51M. The position accounts for 0.14% of the portfolio, ranked #95.

Sabal Trust first reported a position in MDY in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.1M in Q1 2024. 1,358 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Sabal Trust held 4,708 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.51M as of Q1 2025.
Sabal Trust bought 115 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $65.3K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.14% of Sabal Trust's portfolio in Q1 2025, its #95 holding.
Sabal Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 9 quarters since.
Sabal Trust's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.1M in Q1 2024.
1,358 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.