Foster Dykema Cabot & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Foster Dykema Cabot & Co’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	$114K	Hold	250	–	–	0.01%	130
2023 Q2	$120K	Hold	250	–	–	0.01%	131
2023 Q1	$115K	Buy	+250	New	+$117K	0.01%	114
2021 Q3	–	Sell	-500	Closed	-$246K	–	98
2021 Q2	$246K	Hold	500	–	–	0.03%	84
2021 Q1	$238K	Sell	500 -25	-5%	-$11.4K	0.03%	83
2020 Q4	$220K	Buy	+525	New	+$202K	0.03%	90
2017 Q3	–	Sell	-2,749	Closed	-$873K	–	103
2017 Q2	$873K	Hold	2,749	–	–	0.16%	52
2017 Q1	$859K	Hold	2,749	–	–	0.16%	48
2016 Q4	$829K	Sell	2,749 -25	-0.9%	-$7.23K	0.16%	52
2016 Q3	$783K	Buy	+2,774	New	+$781K	0.17%	60

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

Foster Dykema Cabot & Co's MDY Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2023 at 250 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #130.

Foster Dykema Cabot & Co first reported a position in MDY in Q3 2016 and has held it in 10 quarters since. The position peaked at $873K in Q2 2017. 1,156 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

Foster Dykema Cabot & Co held 250 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $114K as of Q3 2023.
Foster Dykema Cabot & Co left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2023.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #130 holding.
Foster Dykema Cabot & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2016 and has held it in 10 quarters since.
Foster Dykema Cabot & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $873K in Q2 2017.
1,156 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.