First National Bank of South Miami’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

First National Bank of South Miami’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 Q2	$35.9K	Hold	75	–	–	0.03%	192
2023 Q1	$34.4K	Hold	75	–	–	0.03%	204
2022 Q4	$33K	Hold	75	–	–	0.02%	207
2022 Q3	$30K	Sell	75 -14	-16%	-$6.18K	0.02%	210
2022 Q2	$37K	Sell	89 -17	-16%	-$7.68K	0.03%	214
2022 Q1	$52K	Sell	106 -3	-3%	-$1.46K	0.03%	216
2021 Q4	$56K	Sell	109 -12	-10%	-$6.11K	0.03%	214
2021 Q3	$58K	Hold	121	–	–	0.04%	205
2021 Q2	$59K	Sell	121 -10	-8%	-$4.93K	0.04%	201
2021 Q1	$63K	Hold	131	–	–	0.05%	175
2020 Q4	$55K	Sell	131 -28	-18%	-$10.8K	0.05%	181
2020 Q3	$54K	Sell	159 -61	-28%	-$20.8K	0.05%	168
2020 Q2	$71K	Sell	220 -5	-2%	-$1.52K	0.08%	147
2020 Q1	$59K	Hold	225	–	–	0.07%	146
2019 Q4	$85K	Hold	225	–	–	0.08%	147
2019 Q3	$77K	Hold	225	–	–	0.07%	157
2019 Q2	$81K	Hold	225	–	–	0.08%	154
2019 Q1	$78K	Hold	225	–	–	0.07%	153
2018 Q4	$75K	Buy	+225	New	+$74.9K	0.07%	155

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

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

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 $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

First National Bank of South Miami's MDY Position: Q2 2023 in Review

First National Bank of South Miami held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2023 at 75 shares worth $35.9K. The position accounts for 0.03% of the portfolio, ranked #192.

First National Bank of South Miami first reported a position in MDY in Q4 2018 and has held it in 19 quarters since. The position peaked at $85K in Q4 2019. 1,154 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

First National Bank of South Miami held 75 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $35.9K as of Q2 2023.
First National Bank of South Miami left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2023.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of First National Bank of South Miami's portfolio in Q2 2023, its #192 holding.
First National Bank of South Miami first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $85K in Q4 2019.
1,154 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.