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

Cambridge Associates’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	-1,950	Closed	-$783K	–	47
2022 Q3	$783K	Buy	+1,950	New	+$861K	0.06%	38
2022 Q1	–	Sell	-4,339	Closed	-$2.25M	–	47
2021 Q4	$2.25M	Hold	4,339	–	–	0.17%	37
2021 Q3	$2.09M	Hold	4,339	–	–	0.18%	38
2021 Q2	$2.13M	Hold	4,339	–	–	0.18%	37
2021 Q1	$2.07M	Hold	4,339	–	–	0.16%	43
2020 Q4	$1.82M	Sell	4,339 -4,919	-53%	-$1.89M	0.15%	37
2020 Q3	$3.14M	Buy	+9,258	New	+$3.16M	0.29%	38
2020 Q2	–	Sell	-10,174	Closed	-$3.36M	–	43
2020 Q1	$3.36M	Sell	10,174 -5,453	-35%	-$1.85M	0.31%	34
2019 Q4	$5.87M	Hold	15,627	–	–	0.67%	23
2019 Q3	$5.51M	Sell	15,627 -2,861	-15%	-$1M	0.62%	26
2019 Q2	$6.56M	Sell	18,488 -94	-0.5%	-$32.9K	0.76%	20
2019 Q1	$6.42M	Sell	18,582 -4,358	-19%	-$1.47M	0.71%	20
2018 Q4	$6.94M	Sell	22,940 -15,421	-40%	-$5.13M	0.85%	21
2018 Q3	$14.1M	Sell	38,361 -4,317	-10%	-$1.58M	1.75%	12
2018 Q2	$15.2M	Hold	42,678	–	–	1.7%	13
2018 Q1	$14.6M	Hold	42,678	–	–	2.56%	12
2017 Q4	$14.7M	Sell	42,678 -6,330	-13%	-$2.13M	1.59%	18
2017 Q3	$16M	Hold	49,008	–	–	1.93%	15
2017 Q2	$15.6M	Buy	49,008 +12,592	+35%	+$3.96M	2.46%	14
2017 Q1	$11.4M	Buy	36,416 +8,675	+31%	+$2.69M	1.9%	15
2016 Q4	$8.37M	Hold	27,741	–	–	1.76%	15
2016 Q3	$7.83M	Hold	27,741	–	–	1.65%	17
2016 Q2	$7.55M	Hold	27,741	–	–	1.76%	16
2016 Q1	$7.29M	Hold	27,741	–	–	3.46%	10
2015 Q4	$7.05M	Buy	+27,741	New	+$7.22M	3.67%	9

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Cambridge Associates's MDY Position: Q4 2022 in Review

Cambridge Associates sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2022, closing a stake of 1,950 shares — an estimated $783K sold.

Cambridge Associates first reported a position in MDY in Q4 2015 and held it in 25 quarters. The position peaked at $16M in Q3 2017. 1,145 funds tracked by Wall St. Rank hold MDY as of Q4 2022.

Cambridge Associates reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2022 after selling out during the quarter.
Cambridge Associates sold 1,950 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2022, an estimated $783K.
Cambridge Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and held it in 25 quarters.
Cambridge Associates's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $16M in Q3 2017.
1,145 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2022.

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