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

Axa’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
2022 Q4	–	Sell	-5,402	Closed	-$2.17M	–	1188
2022 Q3	$2.17M	Sell	5,402 -264	-5%	-$117K	0.01%	745
2022 Q2	$2.34M	Buy	5,666 +600	+12%	+$271K	0.01%	746
2022 Q1	$2.48M	Sell	5,066 -50	-1%	-$24.3K	0.01%	795
2021 Q4	$2.64M	Buy	5,116 +184	+4%	+$93.6K	0.01%	797
2021 Q3	$2.37M	Buy	4,932 +496	+11%	+$244K	0.01%	825
2021 Q2	$2.18M	Buy	4,436 +243	+6%	+$120K	0.01%	871
2021 Q1	$1.99M	Sell	4,193 -40	-0.9%	-$18.2K	0.01%	849
2020 Q4	$1.78M	Sell	4,233 -466	-10%	-$179K	0.01%	872
2020 Q3	$1.58M	Buy	4,699 +232	+5%	+$79.2K	0.01%	856
2020 Q2	$1.45M	Buy	4,467 +1,231	+38%	+$373K	0.01%	881
2020 Q1	$851K	Buy	3,236 +362	+13%	+$123K	﹤0.01%	879
2019 Q4	$1.08M	Buy	2,874 +288	+11%	+$104K	﹤0.01%	877
2019 Q3	$911K	Buy	2,586 +581	+29%	+$204K	﹤0.01%	1000
2019 Q2	$711K	Buy	2,005 +303	+18%	+$106K	﹤0.01%	1032
2019 Q1	$588K	Buy	+1,702	New	+$573K	﹤0.01%	1075

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Axa's MDY Position: Q4 2022 in Review

Axa sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2022, closing a stake of 5,402 shares — an estimated $2.17M sold.

Axa first reported a position in MDY in Q1 2019 and held it in 15 quarters. The position peaked at $2.64M in Q4 2021. 1,147 funds tracked by Wall St. Rank hold MDY as of Q4 2022.

Axa reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2022 after selling out during the quarter.
Axa sold 5,402 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2022, an estimated $2.17M.
Axa first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and held it in 15 quarters.
Axa's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.64M in Q4 2021.
1,147 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2022.

Based on Axa's 13F filing for Q4 2022, filed 14 Feb 2023.