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

Cadence Bank NA’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 Q3	–	Sell	-1,766	Closed	-$730K	–	139
2022 Q2	$730K	Buy	1,766 +48	+3%	+$21.7K	0.24%	98
2022 Q1	$842K	Hold	1,718	–	–	0.23%	98
2021 Q4	$889K	Hold	1,718	–	–	0.24%	97
2021 Q3	$826K	Hold	1,718	–	–	0.25%	99
2021 Q2	$843K	Hold	1,718	–	–	0.25%	96
2021 Q1	$818K	Sell	1,718 -1	-0.1%	-$456	0.26%	100
2020 Q4	$722K	Sell	1,719 -46	-3%	-$17.7K	0.25%	98
2020 Q3	$598K	Hold	1,765	–	–	0.23%	101
2020 Q2	$572K	Hold	1,765	–	–	0.24%	102
2020 Q1	$464K	Sell	1,765 -35	-2%	-$11.9K	0.24%	104
2019 Q4	$676K	Sell	1,800 -3	-0.2%	-$1.08K	0.25%	106
2019 Q3	$636K	Sell	1,803 -57	-3%	-$20K	0.25%	105
2019 Q2	$659K	Hold	1,860	–	–	0.26%	105
2019 Q1	$642K	Sell	1,860 -106	-5%	-$35.7K	0.25%	104
2018 Q4	$595K	Buy	1,966 +98	+5%	+$32.6K	0.27%	97
2018 Q3	$687K	Sell	1,868 -67	-3%	-$24.5K	0.26%	101
2018 Q2	$687K	Sell	1,935 -5	-0.3%	-$1.76K	0.28%	96
2018 Q1	$663K	Sell	1,940 -67	-3%	-$23.3K	0.26%	100
2017 Q4	$694K	Buy	2,007 +25	+1%	+$8.42K	0.25%	98
2017 Q3	$646K	Buy	+1,982	New	+$630K	0.24%	101
2015 Q2	–	Sell	-2,485	Closed	-$689K	–	153
2015 Q1	$689K	Hold	2,485	–	–	0.38%	57
2014 Q4	$656K	Hold	2,485	–	–	0.35%	60
2014 Q3	$619K	Hold	2,485	–	–	0.33%	60
2014 Q2	$648K	Hold	2,485	–	–	0.35%	58
2014 Q1	$623K	Hold	2,485	–	–	0.37%	52
2013 Q4	$607K	Hold	2,485	–	–	0.33%	61
2013 Q3	$563K	Hold	2,485	–	–	0.34%	59
2013 Q2	$522K	Buy	+2,485	New	+$526K	0.29%	66

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

Cadence Bank NA's MDY Position: Q3 2022 in Review

Cadence Bank NA sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2022, closing a stake of 1,766 shares — an estimated $730K sold.

Cadence Bank NA first reported a position in MDY in Q2 2013 and held it in 28 quarters. The position peaked at $889K in Q4 2021. 1,050 funds tracked by Wall St. Rank hold MDY as of Q3 2022.

Cadence Bank NA reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 1,766 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2022, an estimated $730K.
Cadence Bank NA first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 28 quarters.
Cadence Bank NA's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $889K in Q4 2021.
1,050 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.