Cape Ann Savings Bank’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-556
Closed -$254K 86
2023
Q3
$254K Sell
556
-84
-13% -$40.3K 0.18% 77
2023
Q2
$307K Buy
+640
New +$291K 0.2% 74

Other funds holding MDY

Cape Ann Savings Bank's MDY Position: Q4 2023 in Review

Cape Ann Savings Bank sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2023, closing a stake of 556 shares — an estimated $254K sold.

Cape Ann Savings Bank first reported a position in MDY in Q2 2023 and held it in 2 quarters. The position peaked at $307K in Q2 2023. 1,232 funds tracked by Wall St. Rank hold MDY as of Q4 2023.

  • Cape Ann Savings Bank reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2023 after selling out during the quarter.
  • Cape Ann Savings Bank sold 556 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2023, an estimated $254K.
  • Cape Ann Savings Bank first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and held it in 2 quarters.
  • Cape Ann Savings Bank's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $307K in Q2 2023.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2023.

Based on Cape Ann Savings Bank's 13F filing for Q4 2023, filed 15 Mar 2024.