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 Q3	$1.47M	Hold	2,239	–	–	0.1%	90
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

Tompkins Financial's MDY Position: Q3 2026 in Review

Tompkins Financial held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 2,239 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #90.

Tompkins Financial first reported a position in MDY in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.57M in Q2 2026. 189 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Tompkins Financial held 2,239 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.47M as of Q3 2026.
Tompkins Financial left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Tompkins Financial's portfolio in Q3 2026, its #90 holding.
Tompkins Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and has held it in 19 quarters since.
Tompkins Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.57M in Q2 2026.
189 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.