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

Hamilton 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
2022 Q3	–	Sell	-891	Closed	-$369K	–	111
2022 Q2	$369K	Sell	891 -9	-1%	-$4.06K	0.02%	61
2022 Q1	$442K	Sell	900 -36	-4%	-$17.5K	0.03%	57
2021 Q4	$485K	Sell	936 -681	-42%	-$346K	0.04%	69
2021 Q3	$778K	Buy	1,617 +204	+14%	+$100K	0.07%	27
2021 Q2	$694K	Buy	1,413 +6	+0.4%	+$2.96K	0.07%	24
2021 Q1	$670K	Buy	+1,407	New	+$642K	0.07%	20

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Hamilton Capital's MDY Position: Q3 2022 in Review

Hamilton Capital sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2022, closing a stake of 891 shares — an estimated $369K sold.

Hamilton Capital first reported a position in MDY in Q1 2021 and held it in 6 quarters. The position peaked at $778K in Q3 2021. 1,052 funds tracked by Wall St. Rank hold MDY as of Q3 2022.

Hamilton Capital reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2022 after selling out during the quarter.
Hamilton Capital sold 891 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2022, an estimated $369K.
Hamilton Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and held it in 6 quarters.
Hamilton Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $778K in Q3 2021.
1,052 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2022.

Based on Hamilton Capital's 13F filing for Q3 2022, filed 8 Nov 2022.