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

Bingham Osborn & Scarborough’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
2021 Q4	–	Sell	-794	Closed	-$382K	–	91
2021 Q3	$382K	Hold	794	–	–	0.03%	113
2021 Q2	$390K	Sell	794 -47	-6%	-$23.2K	0.03%	110
2021 Q1	$400K	Hold	841	–	–	0.03%	99
2020 Q4	$353K	Hold	841	–	–	0.03%	100
2020 Q3	$285K	Hold	841	–	–	0.02%	130
2020 Q2	$273K	Sell	841 -80	-9%	-$24.3K	0.02%	130
2020 Q1	$242K	Sell	921 -245	-21%	-$83.1K	0.02%	126
2019 Q4	$438K	Hold	1,166	–	–	0.04%	102
2019 Q3	$411K	Hold	1,166	–	–	0.04%	98
2019 Q2	$413K	Hold	1,166	–	–	0.04%	96
2019 Q1	$403K	Buy	1,166 +480	+70%	+$161K	0.04%	97
2018 Q4	$208K	Hold	686	–	–	0.02%	128
2018 Q3	$252K	Hold	686	–	–	0.02%	125
2018 Q2	$244K	Hold	686	–	–	0.02%	123
2018 Q1	$234K	Sell	686 -23	-3%	-$8K	0.02%	126
2017 Q4	$245K	Sell	709 -367	-34%	-$124K	0.02%	113
2017 Q3	$351K	Hold	1,076	–	–	0.03%	92
2017 Q2	$342K	Hold	1,076	–	–	0.03%	90
2017 Q1	$336K	Buy	+1,076	New	+$334K	0.03%	88
2015 Q3	–	Sell	-776	Closed	-$212K	–	119
2015 Q2	$212K	Buy	+776	New	+$216K	0.03%	111
2014 Q4	–	Sell	-852	Closed	-$212K	–	125
2014 Q3	$212K	Buy	+852	New	+$219K	0.03%	111

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bingham Osborn & Scarborough's MDY Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2021, closing a stake of 794 shares — an estimated $382K sold.

Bingham Osborn & Scarborough first reported a position in MDY in Q3 2014 and held it in 21 quarters. The position peaked at $438K in Q4 2019. 1,125 funds tracked by Wall St. Rank hold MDY as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 794 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2021, an estimated $382K.
Bingham Osborn & Scarborough first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2014 and held it in 21 quarters.
Bingham Osborn & Scarborough's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $438K in Q4 2019.
1,125 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.