Comerica Securities’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Comerica Securities’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	$225K	Sell	492 -33	-6%	-$15.8K	0.02%	416
2023 Q2	$252K	Sell	525 -30	-5%	-$13.7K	0.02%	413
2023 Q1	$255K	Sell	555 -627	-53%	-$292K	0.02%	413
2022 Q4	$525K	Buy	1,182 +140	+13%	+$61.9K	0.04%	302
2022 Q3	$420K	Buy	1,042 +91	+10%	+$40.2K	0.03%	297
2022 Q2	$394K	Buy	+951	New	+$429K	0.03%	330
2020 Q1	–	Sell	-585	Closed	-$220K	–	444
2019 Q4	$220K	Buy	+585	New	+$211K	0.02%	406

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Comerica Securities's MDY Position: Q3 2023 in Review

Comerica Securities reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.3% in Q3 2023, selling an estimated $15.8K and leaving 492 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #416.

Comerica Securities first reported a position in MDY in Q4 2019 and has held it in 7 quarters since. The position peaked at $525K in Q4 2022. 1,157 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

Comerica Securities held 492 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $225K as of Q3 2023.
Comerica Securities sold 33 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2023, an estimated $15.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Comerica Securities's portfolio in Q3 2023, its #416 holding.
Comerica Securities first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 7 quarters since.
Comerica Securities's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $525K in Q4 2022.
1,157 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.