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

UMB 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 Q2	$392K	Hold	557	–	–	0.01%	548
2026 Q1	$344K	Hold	557	–	–	﹤0.01%	556
2025 Q4	$336K	Buy	557 +272	+95%	+$163K	﹤0.01%	548
2025 Q3	$170K	Hold	285	–	–	﹤0.01%	667
2025 Q2	$161K	Hold	285	–	–	﹤0.01%	656
2025 Q1	$152K	Hold	285	–	–	﹤0.01%	635
2024 Q4	$162K	Sell	285 -3,800	-93%	-$2.23M	﹤0.01%	597
2024 Q3	$2.33M	Hold	4,085	–	–	0.04%	225
2024 Q2	$2.19M	Hold	4,085	–	–	0.04%	232
2024 Q1	$2.27M	Hold	4,085	–	–	0.04%	228
2023 Q4	$2.07M	Hold	4,085	–	–	0.03%	246
2023 Q3	$1.87M	Hold	4,085	–	–	0.03%	248
2023 Q2	$1.96M	Sell	4,085 -20	-0.5%	-$9.11K	0.03%	260
2023 Q1	$1.88M	Buy	4,105 +20	+0.5%	+$9.32K	0.03%	265
2022 Q4	$1.81M	Hold	4,085	–	–	0.03%	267
2022 Q3	$1.64M	Hold	4,085	–	–	0.03%	278
2022 Q2	$1.69M	Hold	4,085	–	–	0.03%	302
2022 Q1	$2M	Hold	4,085	–	–	0.03%	298
2021 Q4	$2.12M	Buy	+4,085	New	+$2.08M	0.03%	293
2019 Q4	–	Sell	-1,256	Closed	-$442K	–	378
2019 Q3	$442K	Hold	1,256	–	–	0.01%	282
2019 Q2	$446K	Sell	1,256 -22	-2%	-$7.69K	0.01%	275
2019 Q1	$441K	Hold	1,278	–	–	0.01%	270
2018 Q4	$387K	Sell	1,278 -43	-3%	-$14.3K	0.01%	254
2018 Q3	$485K	Sell	1,321 -17	-1%	-$6.23K	0.01%	255
2018 Q2	$475K	Buy	1,338 +22	+2%	+$7.74K	0.02%	259
2018 Q1	$450K	Buy	1,316 +56	+4%	+$19.5K	0.01%	259
2017 Q4	$435K	Sell	1,260 -126	-9%	-$42.5K	0.01%	259
2017 Q3	$452K	Buy	+1,386	New	+$441K	0.02%	249

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UMB Bank's MDY Position: Q2 2026 in Review

UMB Bank held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 557 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #548.

UMB Bank first reported a position in MDY in Q3 2017 and has held it in 28 quarters since. The position peaked at $2.33M in Q3 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

UMB Bank held 557 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $392K as of Q2 2026.
UMB Bank 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 0.01% of UMB Bank's portfolio in Q2 2026, its #548 holding.
UMB Bank first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2017 and has held it in 28 quarters since.
UMB Bank's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.33M in Q3 2024.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.