Cascade Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Cascade Investment Advisors’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 Q2	–	Sell	-320	Closed	-$147K	–	173
2023 Q1	$147K	Buy	+320	New	+$149K	0.12%	111
2022 Q3	–	Sell	-330	Closed	-$136K	–	172
2022 Q2	$136K	Hold	330	–	–	0.11%	119
2022 Q1	$162K	Buy	330 +130	+65%	+$63.2K	0.1%	121
2021 Q4	$104K	Hold	200	–	–	0.06%	135
2021 Q3	$96.2K	Hold	200	–	–	0.06%	132
2021 Q2	$98.2K	Hold	200	–	–	0.06%	129
2021 Q1	$95.2K	Sell	200 -45	-18%	-$20.5K	0.06%	129
2020 Q4	$103K	Hold	245	–	–	0.08%	128
2020 Q3	$83K	Hold	245	–	–	0.07%	131
2020 Q2	$79.5K	Hold	245	–	–	0.08%	126
2020 Q1	$64.4K	Sell	245 -150	-38%	-$50.9K	0.07%	125
2019 Q4	$148K	Buy	+395	New	+$143K	0.11%	112

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cascade Investment Advisors's MDY Position: Q2 2023 in Review

Cascade Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2023, closing a stake of 320 shares — an estimated $147K sold.

Cascade Investment Advisors first reported a position in MDY in Q4 2019 and held it in 12 quarters. The position peaked at $162K in Q1 2022. 1,155 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

Cascade Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 320 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2023, an estimated $147K.
Cascade Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and held it in 12 quarters.
Cascade Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $162K in Q1 2022.
1,155 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.