Institutional & Family Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Institutional & Family Asset Management’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 Q1	–	Sell	-442	Closed	-$229K	–	810
2021 Q4	$229K	Buy	+442	New	+$225K	0.04%	149
2020 Q1	–	Sell	-79	Closed	-$30K	–	874
2019 Q4	$30K	Buy	+79	New	+$28.6K	0.01%	383
2019 Q3	–	Sell	-28	Closed	-$10K	–	862
2019 Q2	$10K	Hold	28	–	–	﹤0.01%	496
2019 Q1	$10K	Sell	28 -3	-10%	-$1.01K	﹤0.01%	504
2018 Q4	$9K	Sell	31 -205	-87%	-$68.2K	﹤0.01%	497
2018 Q3	$87K	Buy	+236	New	+$86.4K	0.02%	284

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Institutional & Family Asset Management's MDY Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2022, closing a stake of 442 shares — an estimated $229K sold.

Institutional & Family Asset Management first reported a position in MDY in Q3 2018 and held it in 6 quarters. The position peaked at $229K in Q4 2021. 1,101 funds tracked by Wall St. Rank hold MDY as of Q1 2022.

Institutional & Family Asset Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 442 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2022, an estimated $229K.
Institutional & Family Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2018 and held it in 6 quarters.
Institutional & Family Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $229K in Q4 2021.
1,101 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.