SEC 13F Intelligence

Arbor Trust Wealth Advisors, LLC / MDY

Arbor Trust Wealth Advisors, LLC’s State Str Spdr S&P Midcap 40 Position

Does Arbor Trust Wealth Advisors, LLC own State Str Spdr S&P Midcap 40 (MDY)? Yes — 9.9K shares worth $6M (+2.70% of its 13F portfolio) as of Q1 2026, down from 10.2K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
9.9K
% of Portfolio
+2.70%
Quarters Held
26
currently held

Position History MDY

Reported value by quarter
Q4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $7MQ4 ’21: $8MQ4 ’21Q1 ’22: $7MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ3 ’24: $7MQ4 ’24: $8MQ4 ’24Q1 ’25: $7MQ2 ’25: $8MQ3 ’25: $8MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.9K$6M+2.70%
Q4 202510.2K$6M+2.71%
Q3 202513.2K$8M+3.57%
Q2 202513.8K$8M+3.83%
Q1 202513.8K$7M+3.46%
Q4 202413.6K$8M+3.65%
Q3 202413.9K$7M+3.91%
Q2 202413.9K$7M+3.91%
Q1 202413.8K$7M+4.08%
Q4 202313.5K$7M+4.09%
Q3 202313.5K$6M+4.07%
Q2 202313.7K$7M+4.20%
Q1 202314.0K$6M+4.24%
Q4 202214.1K$6M+4.32%
Q3 202213.7K$6M+4.19%
Q2 202214.0K$6M+4.06%
Q1 202214.2K$7M+4.19%
Q4 202114.6K$8M+4.38%
Q3 202114.3K$7M+4.30%
Q2 202114.6K$7M+4.49%
Q1 202114.5K$7M+4.64%
Q4 202014.1K$6M+4.33%
Q3 202013.7K$5M+4.04%
Q2 202013.8K$4M+4.05%
Q1 202013.9K$4M+3.87%
Q4 201914.0K$5M+4.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arbor Trust Wealth Advisors, LLC’s full portfolio or all institutional holders of MDY.