Texas Capital Bank Wealth Management Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Texas Capital Bank Wealth Management Services’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	$1.15M	Sell	1,869 -600	-24%	-$380K	0.07%	126
2025 Q4	$1.49M	Buy	2,469 +1,602	+185%	+$959K	0.09%	106
2025 Q3	$517K	Buy	867 +150	+21%	+$88K	0.04%	139
2025 Q2	$406K	Hold	717	–	–	0.04%	149
2025 Q1	$383K	Sell	717 -45	-6%	-$25.5K	0.04%	143
2024 Q4	$434K	Hold	762	–	–	0.04%	116
2024 Q3	$434K	Sell	762 -35	-4%	-$19.3K	0.04%	130
2024 Q2	$426K	Hold	797	–	–	0.04%	128
2024 Q1	$443K	Sell	797 -7	-0.9%	-$3.63K	0.05%	121
2023 Q4	$408K	Sell	804 -1,271	-61%	-$590K	0.05%	124
2023 Q3	$948K	Buy	2,075 +7	+0.3%	+$3.35K	0.12%	83
2023 Q2	$990K	Sell	2,068 -103	-5%	-$46.9K	0.11%	81
2023 Q1	$995K	Hold	2,171	–	–	0.12%	80
2022 Q4	$961K	Hold	2,171	–	–	0.12%	80
2022 Q3	$872K	Sell	2,171 -230	-10%	-$102K	0.11%	81
2022 Q2	$993K	Sell	2,401 -292	-11%	-$132K	0.12%	76
2022 Q1	$1.32M	Hold	2,693	–	–	0.12%	71
2021 Q4	$1.39M	Hold	2,693	–	–	0.12%	70
2021 Q3	$1.29M	Sell	2,693 -631	-19%	-$310K	0.13%	72
2021 Q2	$1.63M	Hold	3,324	–	–	0.2%	61
2021 Q1	$1.58M	Hold	3,324	–	–	0.23%	61
2020 Q4	$1.4M	Hold	3,324	–	–	0.21%	66
2020 Q3	$1.13M	Sell	3,324 -127	-4%	-$43.3K	0.18%	74
2020 Q2	$1.12M	Buy	3,451 +462	+15%	+$140K	0.25%	57
2020 Q1	$786K	Sell	2,989 -835	-22%	-$283K	0.22%	64
2019 Q4	$1.44M	Buy	+3,824	New	+$1.38M	0.32%	59

Other funds holding MDY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

Texas Capital Bank Wealth Management Services's MDY Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 24% in Q1 2026, selling an estimated $380K and leaving 1,869 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #126.

Texas Capital Bank Wealth Management Services first reported a position in MDY in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.63M in Q2 2021. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Texas Capital Bank Wealth Management Services held 1,869 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.15M as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 600 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $380K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #126 holding.
Texas Capital Bank Wealth Management Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 26 quarters since.
Texas Capital Bank Wealth Management Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.63M in Q2 2021.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.