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

Garde Capital’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
2024 Q3	–	Sell	-362	Closed	-$194K	–	273
2024 Q2	$194K	Hold	362	–	–	0.01%	209
2024 Q1	$201K	Hold	362	–	–	0.01%	205
2023 Q4	$184K	Hold	362	–	–	0.01%	207
2023 Q3	$165K	Hold	362	–	–	0.01%	211
2023 Q2	$173K	Hold	362	–	–	0.01%	229
2023 Q1	$166K	Sell	362 -100	-22%	-$46.6K	0.02%	201
2022 Q4	$205K	Hold	462	–	–	0.02%	173
2022 Q3	$186K	Hold	462	–	–	0.02%	173
2022 Q2	$191K	Sell	462 -29	-6%	-$13.1K	0.02%	187
2022 Q1	$241K	Buy	491 +1	+0.2%	+$487	0.02%	184
2021 Q4	$254K	Buy	490 +101	+26%	+$51.4K	0.02%	188
2021 Q3	$187K	Buy	+389	New	+$191K	0.02%	207

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Garde Capital's MDY Position: Q3 2024 in Review

Garde Capital sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2024, closing a stake of 362 shares — an estimated $194K sold.

Garde Capital first reported a position in MDY in Q3 2021 and held it in 12 quarters. The position peaked at $254K in Q4 2021. 1,316 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

Garde Capital reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2024 after selling out during the quarter.
Garde Capital sold 362 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2024, an estimated $194K.
Garde Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and held it in 12 quarters.
Garde Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $254K in Q4 2021.
1,316 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on Garde Capital's 13F filing for Q3 2024, filed 3 Dec 2024.