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

Enterprise Trust & Investment’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 Q2	–	Sell	-85	Closed	-$42K	–	365
2022 Q1	$42K	Hold	85	–	–	0.02%	138
2021 Q4	$44K	Hold	85	–	–	0.02%	143
2021 Q3	$41K	Hold	85	–	–	0.02%	148
2021 Q2	$42K	Sell	85 -40	-32%	-$19.7K	0.02%	141
2021 Q1	$60K	Hold	125	–	–	0.03%	116
2020 Q4	$56K	Hold	125	–	–	0.03%	116
2020 Q3	$42K	Hold	125	–	–	0.02%	118
2020 Q2	$41K	Hold	125	–	–	0.02%	114
2020 Q1	$33K	Buy	+125	New	+$42.4K	0.02%	110

Other funds holding MDY

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

Goldman Sachs New York $871B AUM 31.28% 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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Enterprise Trust & Investment's MDY Position: Q2 2022 in Review

Enterprise Trust & Investment sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2022, closing a stake of 85 shares — an estimated $42K sold.

Enterprise Trust & Investment first reported a position in MDY in Q1 2020 and held it in 9 quarters. The position peaked at $60K in Q1 2021. 1,039 funds tracked by Wall St. Rank hold MDY as of Q2 2022.

Enterprise Trust & Investment reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2022 after selling out during the quarter.
Enterprise Trust & Investment sold 85 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2022, an estimated $42K.
Enterprise Trust & Investment first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and held it in 9 quarters.
Enterprise Trust & Investment's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $60K in Q1 2021.
1,039 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.