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

Tower Trust & Investment Company’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	$106K	Hold	151	–	–	0.06%	108
2026 Q1	$93.1K	Hold	151	–	–	0.06%	108
2025 Q4	$91.1K	Hold	151	–	–	0.06%	112
2025 Q3	$90K	Hold	151	–	–	0.06%	106
2025 Q2	$85.5K	Hold	151	–	–	0.06%	110
2025 Q1	$78.6K	Buy	+151	New	+$85.7K	0.06%	106

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

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

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Tower Trust & Investment Company's MDY Position: Q2 2026 in Review

Tower Trust & Investment Company held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 151 shares worth $106K. The position accounts for 0.06% of the portfolio, ranked #108.

Tower Trust & Investment Company first reported a position in MDY in Q1 2025 and has held it in 6 quarters since. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Tower Trust & Investment Company held 151 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $106K as of Q2 2026.
Tower Trust & Investment Company left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Tower Trust & Investment Company's portfolio in Q2 2026, its #108 holding.
Tower Trust & Investment Company first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 6 quarters since.
761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.