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

Tompkins Financial’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 Q2	$1.57M	Sell	2,239 -2	-0.1%	-$1.34K	0.11%	90
2026 Q1	$1.38M	Hold	2,241	–	–	0.11%	89
2025 Q4	$1.35M	Hold	2,241	–	–	0.11%	92
2025 Q3	$1.34M	Hold	2,241	–	–	0.11%	92
2025 Q2	$1.27M	Buy	2,241 +50	+2%	+$26.8K	0.12%	90
2025 Q1	$1.17M	Buy	2,191 +287	+15%	+$163K	0.11%	91
2024 Q4	$1.08M	Hold	1,904	–	–	0.1%	86
2024 Q3	$1.08M	Hold	1,904	–	–	0.1%	86
2024 Q2	$1.02M	Hold	1,904	–	–	0.11%	88
2024 Q1	$1.06M	Hold	1,904	–	–	0.12%	85
2023 Q4	$966K	Hold	1,904	–	–	0.12%	86
2023 Q3	$869K	Hold	1,904	–	–	0.14%	83
2023 Q2	$912K	Hold	1,904	–	–	0.14%	83
2023 Q1	$873K	Hold	1,904	–	–	0.14%	85
2022 Q4	$843K	Hold	1,904	–	–	0.13%	89
2022 Q3	$765K	Hold	1,904	–	–	0.13%	92
2022 Q2	$787K	Buy	1,904 +40	+2%	+$18.1K	0.13%	91
2022 Q1	$914K	Buy	+1,864	New	+$907K	0.13%	91

Other funds holding MDY

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return