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

Baldrige Asset Management’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
2023 Q1	$302K	Hold	658	–	–	0.12%	92
2022 Q4	$291K	Hold	658	–	–	0.13%	89
2022 Q3	$264K	Hold	658	–	–	0.13%	93
2022 Q2	$272K	Hold	658	–	–	0.12%	94
2022 Q1	$323K	Sell	658 -42	-6%	-$20.4K	0.13%	90
2021 Q4	$362K	Hold	700	–	–	0.14%	81
2021 Q3	$337K	Hold	700	–	–	0.14%	81
2021 Q2	$344K	Hold	700	–	–	0.15%	80
2021 Q1	$333K	Hold	700	–	–	0.18%	70
2020 Q4	$294K	Hold	700	–	–	0.17%	72
2020 Q3	$237K	Hold	700	–	–	0.16%	73
2020 Q2	$227K	Buy	+700	New	+$212K	0.17%	73
2020 Q1	–	Sell	-700	Closed	-$263K	–	79
2019 Q4	$263K	Hold	700	–	–	0.22%	68
2019 Q3	$247K	Hold	700	–	–	0.22%	63
2019 Q2	$248K	Buy	+700	New	+$245K	0.23%	63

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baldrige Asset Management's MDY Position: Q1 2023 in Review

Baldrige Asset Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2023 at 658 shares worth $302K. The position accounts for 0.12% of the portfolio, ranked #92.

Baldrige Asset Management first reported a position in MDY in Q2 2019 and has held it in 15 quarters since. The position peaked at $362K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold MDY as of Q1 2023.

Baldrige Asset Management held 658 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $302K as of Q1 2023.
Baldrige Asset Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2023.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of Baldrige Asset Management's portfolio in Q1 2023, its #92 holding.
Baldrige Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2019 and has held it in 15 quarters since.
Baldrige Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $362K in Q4 2021.
1,136 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.