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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B 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

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return