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

Chilton Investment Company’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
2024 Q1	–	Sell	-7,773	Closed	-$3.94M	–	192
2023 Q4	$3.94M	Hold	7,773	–	–	0.12%	60
2023 Q3	$3.55M	Hold	7,773	–	–	0.11%	60
2023 Q2	$3.72M	Hold	7,773	–	–	0.11%	59
2023 Q1	$3.56M	Hold	7,773	–	–	0.11%	62
2022 Q4	$3.44M	Hold	7,773	–	–	0.11%	56
2022 Q3	$3.12M	Hold	7,773	–	–	0.1%	59
2022 Q2	$3.21M	Buy	7,773 +43	+0.6%	+$19.4K	0.09%	62
2022 Q1	$3.79M	Sell	7,730 -3,312	-30%	-$1.61M	0.09%	56
2021 Q4	$5.72M	Sell	11,042 -175	-2%	-$89K	0.12%	51
2021 Q3	$5.39M	Buy	+11,217	New	+$5.51M	0.13%	57

Other funds holding MDY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return