Clarkston Capital Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Clarkston Capital Partners’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 Q1	–	Sell	-725	Closed	-$375K	–	201
2021 Q4	$375K	Hold	725	–	–	0.01%	127
2021 Q3	$349K	Hold	725	–	–	0.01%	117
2021 Q2	$356K	Hold	725	–	–	0.01%	119
2021 Q1	$345K	Hold	725	–	–	0.01%	122
2020 Q4	$304K	Buy	+725	New	+$279K	0.01%	102

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Clarkston Capital Partners's MDY Position: Q1 2022 in Review

Clarkston Capital Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2022, closing a stake of 725 shares — an estimated $375K sold.

Clarkston Capital Partners first reported a position in MDY in Q4 2020 and held it in 5 quarters. The position peaked at $375K in Q4 2021. 1,101 funds tracked by Wall St. Rank hold MDY as of Q1 2022.

Clarkston Capital Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2022 after selling out during the quarter.
Clarkston Capital Partners sold 725 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2022, an estimated $375K.
Clarkston Capital Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 5 quarters.
Clarkston Capital Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $375K in Q4 2021.
1,101 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2022.

Based on Clarkston Capital Partners's 13F filing for Q1 2022, filed 9 May 2022.