Columbia Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Columbia Asset Management’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 Q3	–	Sell	-280	Closed	-$134K	–	166
2023 Q2	$134K	Buy	+280	New	+$127K	0.03%	164

Other funds holding MDY

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Columbia Asset Management's MDY Position: Q3 2023 in Review

Columbia Asset Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2023, closing a stake of 280 shares — an estimated $134K sold.

Columbia Asset Management first reported a position in MDY in Q2 2023 and held it in 1 quarter. The position peaked at $134K in Q2 2023. 1,156 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

Columbia Asset Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2023 after selling out during the quarter.
Columbia Asset Management sold 280 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2023, an estimated $134K.
Columbia Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and held it in 1 quarter.
Columbia Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $134K in Q2 2023.
1,156 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on Columbia Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.