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

STAR Financial Bank’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
Q1 		$720K Sell
1,167
-78
-6% -$49.4K 0.34% 40
2025
Q4 		$751K Hold
1,245
– – 0.38% 46
2025
Q3 		$742K Sell
1,245
-6
-0.5% -$3.52K 0.44% 44
2025
Q2 		$709K Hold
1,251
– – 0.45% 49
2025
Q1 		$667K Sell
1,251
-98
-7% -$55.6K 0.49% 50
2024
Q4 		$768K Sell
1,349
-70
-5% -$41K 0.55% 41
2024
Q3 		$808K Sell
1,419
-96
-6% -$52.9K 0.54% 46
2024
Q2 		$811K Sell
1,515
-470
-24% -$253K 0.62% 45
2024
Q1 		$1.1M Sell
1,985
-20
-1% -$10.4K 0.94% 27
2023
Q4 		$1.02M Sell
2,005
-27
-1% -$12.5K 0.93% 31
2023
Q3 		$928K Sell
2,032
-104
-5% -$49.8K 0.95% 29
2023
Q2 		$1.02M Sell
2,136
-8
-0.4% -$3.64K 0.96% 29
2023
Q1 		$983K Sell
2,144
-311
-13% -$145K 0.96% 31
2022
Q4 		$1.09M Buy
+2,455
New +$1.09M 1.08% 25

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STAR Financial Bank's MDY Position: Q1 2026 in Review

STAR Financial Bank reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.3% in Q1 2026, selling an estimated $49.4K and leaving 1,167 shares worth $720K. The position accounts for 0.34% of the portfolio, ranked #40.

STAR Financial Bank first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q1 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • STAR Financial Bank held 1,167 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $720K as of Q1 2026.
  • STAR Financial Bank sold 78 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $49.4K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.34% of STAR Financial Bank's portfolio in Q1 2026, its #40 holding.
  • STAR Financial Bank first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 14 quarters since.
  • STAR Financial Bank's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.1M in Q1 2024.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.