Enterprise Financial Services Corp (EFSC)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q3	–	Sell	-759	Closed	-$314K	–	183
2022 Q2	$314K	Sell	759 -11	-1%	-$4.97K	0.06%	203
2022 Q1	$378K	Hold	770	–	–	0.06%	203
2021 Q4	$399K	Sell	770 -14	-2%	-$7.12K	0.06%	205
2021 Q3	$377K	Hold	784	–	–	0.05%	214
2021 Q2	$385K	Sell	784 -20	-2%	-$9.87K	0.06%	164
2021 Q1	$383K	Sell	804 -14	-2%	-$6.38K	0.07%	155
2020 Q4	$344K	Sell	818 -48	-6%	-$18.5K	0.07%	157
2020 Q3	$294K	Hold	866	–	–	0.06%	160
2020 Q2	$281K	Hold	866	–	–	0.06%	164
2020 Q1	$227K	Hold	866	–	–	0.06%	179
2019 Q4	$326K	Sell	866 -16	-2%	-$5.78K	0.07%	168
2019 Q3	$311K	Hold	882	–	–	0.07%	166
2019 Q2	$313K	Hold	882	–	–	0.07%	173
2019 Q1	$305K	Buy	882 +106	+14%	+$35.7K	0.07%	178
2018 Q4	$235K	Hold	776	–	–	0.15%	113
2018 Q3	$285K	Sell	776 -104	-12%	-$38.1K	0.15%	111
2018 Q2	$312K	Hold	880	–	–	0.16%	109
2018 Q1	$301K	Hold	880	–	–	0.16%	111
2017 Q4	$304K	Hold	880	–	–	0.15%	117
2017 Q3	$287K	Hold	880	–	–	0.14%	117
2017 Q2	$280K	Hold	880	–	–	0.14%	117
2017 Q1	$275K	Hold	880	–	–	0.14%	118
2016 Q4	$266K	Hold	880	–	–	0.13%	115
2016 Q3	$248K	Hold	880	–	–	0.14%	114
2016 Q2	$240K	Hold	880	–	–	0.14%	109
2016 Q1	$231K	Hold	880	–	–	0.14%	107
2015 Q4	$224K	Hold	880	–	–	0.13%	114
2015 Q3	$219K	Hold	880	–	–	0.14%	114
2015 Q2	$240K	Hold	880	–	–	0.14%	117
2015 Q1	$244K	Hold	880	–	–	0.14%	120
2014 Q4	$232K	Buy	880 +430	+96%	+$110K	0.14%	123
2014 Q3	$112K	Hold	450	–	–	0.07%	163
2014 Q2	$117K	Hold	450	–	–	0.07%	158
2014 Q1	$113K	Hold	450	–	–	0.07%	159
2013 Q4	$110K	Sell	450 -600	-57%	-$141K	0.06%	161
2013 Q3	$238K	Buy	1,050 +850	+425%	+$189K	0.15%	109
2013 Q2	$42K	Buy	+200	New	+$42.3K	0.03%	226

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Enterprise Financial Services Corp (EFSC)'s MDY Position: Q3 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2022, closing a stake of 759 shares — an estimated $314K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in MDY in Q2 2013 and held it in 37 quarters. The position peaked at $399K in Q4 2021. 1,052 funds tracked by Wall St. Rank hold MDY as of Q3 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 759 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2022, an estimated $314K.
Enterprise Financial Services Corp (EFSC) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 37 quarters.
Enterprise Financial Services Corp (EFSC)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $399K in Q4 2021.
1,052 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2022, filed 14 Nov 2022.