SEC 13F Intelligence

Finemark National Bank & Trust / MDY

Finemark National Bank & Trust’s State Str Spdr S&P Midcap 40 Position

Does Finemark National Bank & Trust own State Str Spdr S&P Midcap 40 (MDY)? Yes — 116.1K shares worth $70M (+2.19% of its 13F portfolio) as of Q4 2025, down from 116.5K shares the prior filed quarter.

Position Value
$70M
Q4 2025
Shares
116.1K
% of Portfolio
+2.19%
Quarters Held
29
currently held

Position History MDY

Reported value by quarter
Q4 ’18: $53MQ4 ’18Q1 ’19: $53MQ2 ’19: $54MQ3 ’19: $53MQ4 ’19: $56MQ4 ’19Q1 ’20: $40MQ2 ’20: $45MQ3 ’20: $44MQ4 ’20: $54MQ4 ’20Q1 ’21: $60MQ2 ’21: $60MQ3 ’21: $58MQ4 ’21: $69MQ4 ’21Q1 ’22: $68MQ2 ’22: $59MQ3 ’22: $56MQ4 ’22: $61MQ4 ’22Q1 ’23: $63MQ2 ’23: $64MQ3 ’23: $59MQ4 ’23: $65MQ4 ’23Q1 ’24: $70MQ2 ’24: $67MQ3 ’24: $71MQ4 ’24: $71MQ4 ’24Q1 ’25: $66MQ2 ’25: $69MQ3 ’25: $69MQ4 ’25: $70MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025116.1K$70M+2.19%
Q3 2025116.5K$69M+2.27%
Q2 2025122.0K$69M+2.35%
Q1 2025124.0K$66M+2.42%
Q4 2024124.0K$71M+2.46%
Q3 2024124.6K$71M+2.47%
Q2 2024125.2K$67M+2.47%
Q1 2024126.6K$70M+2.62%
Q4 2023127.5K$65M+2.65%
Q3 2023129.3K$59M+2.57%
Q2 2023134.4K$64M+2.65%
Q1 2023136.6K$63M+2.67%
Q4 2022138.9K$61M+2.77%
Q3 2022139.4K$56M+2.68%
Q2 2022142.5K$59M+2.61%
Q1 2022138.5K$68M+2.69%
Q4 2021133.6K$69M+2.62%
Q3 2021121.6K$58M+2.48%
Q2 2021121.6K$60M+2.43%
Q1 2021126.9K$60M+2.55%
Q4 2020129.3K$54M+2.43%
Q3 2020128.5K$44M+2.11%
Q2 2020139.8K$45M+2.50%
Q1 2020153.0K$40M+2.52%
Q4 2019149.5K$56M+2.81%
Q3 2019150.2K$53M+2.82%
Q2 2019150.9K$54M+2.98%
Q1 2019153.2K$53M+3.07%
Q4 2018176.3K$53M+3.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Finemark National Bank & Trust’s full portfolio or all institutional holders of MDY.