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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.46M Sell
6,347
-106
-2% -$71K 1.79% 11
2026
Q1
$3.98M Sell
6,453
-122
-2% -$77.3K 1.74% 12
2025
Q4
$3.97M Buy
+6,575
New +$3.93M 1.72% 11
2025
Q2
$3.79M Sell
6,582
-217
-3% -$116K 1.74% 9
2025
Q1
$3.63M Sell
6,799
-12
-0.2% -$6.81K 1.77% 9
2024
Q4
$3.88M Sell
6,811
-14
-0.2% -$8.21K 1.91% 9
2024
Q3
$3.89M Sell
6,825
-178
-3% -$98.1K 1.91% 9
2024
Q2
$3.75M Sell
7,003
-69
-1% -$37.1K 1.97% 9
2024
Q1
$3.93M Sell
7,072
-6
-0.1% -$3.11K 2.06% 9
2023
Q4
$3.59M Hold
7,078
2.04% 9
2023
Q3
$3.23M Sell
7,078
-6
-0.1% -$2.88K 2.01% 8
2023
Q2
$3.53M Buy
+7,084
New +$3.23M 2.11% 8

Other funds holding MDY

Union Savings Bank's MDY Position: Q2 2026 in Review

Union Savings Bank reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.6% in Q2 2026, selling an estimated $71K and leaving 6,347 shares worth $4.46M. The position accounts for 1.79% of the portfolio, ranked #11.

Union Savings Bank first reported a position in MDY in Q2 2023 and has held it in 12 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Union Savings Bank held 6,347 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.46M as of Q2 2026.
  • Union Savings Bank sold 106 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $71K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.79% of Union Savings Bank's portfolio in Q2 2026, its #11 holding.
  • Union Savings Bank first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and has held it in 12 quarters since.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.