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

Ironwood Financial’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
2021 Q4	–	Sell	-15	Closed	-$7K	–	371
2021 Q3	$7K	Hold	15	–	–	﹤0.01%	403
2021 Q2	$7K	Hold	15	–	–	﹤0.01%	401
2021 Q1	$7K	Hold	15	–	–	﹤0.01%	382
2020 Q4	$6K	Hold	15	–	–	﹤0.01%	368
2020 Q3	$5K	Hold	15	–	–	﹤0.01%	329
2020 Q2	$5K	Hold	15	–	–	﹤0.01%	313
2020 Q1	$4K	Sell	15 -50	-77%	-$17K	﹤0.01%	289
2019 Q4	$24K	Hold	65	–	–	0.01%	183
2019 Q3	$23K	Hold	65	–	–	0.01%	186
2019 Q2	$23K	Hold	65	–	–	0.01%	187
2019 Q1	$22K	Hold	65	–	–	0.01%	186
2018 Q4	$20K	Hold	65	–	–	0.01%	181
2018 Q3	$24K	Hold	65	–	–	0.01%	176
2018 Q2	$23K	Hold	65	–	–	0.01%	149
2018 Q1	$22K	Hold	65	–	–	0.02%	127
2017 Q4	$22K	Hold	65	–	–	0.01%	134
2017 Q3	$21K	Hold	65	–	–	0.01%	142
2017 Q2	$21K	Hold	65	–	–	0.01%	133
2017 Q1	$20K	Hold	65	–	–	0.01%	135
2016 Q4	$20K	Hold	65	–	–	0.01%	134
2016 Q3	$18K	Hold	65	–	–	0.01%	139
2016 Q2	$18K	Hold	65	–	–	0.01%	138
2016 Q1	$17K	Buy	+65	New	+$15.8K	0.01%	143
2015 Q3	$16K	Hold	65	–	–	0.01%	182
2015 Q2	$18K	Hold	65	–	–	0.01%	171
2015 Q1	$18K	Hold	65	–	–	0.01%	171
2014 Q4	$17K	Buy	+65	New	+$16.6K	0.01%	149

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

Goldman Sachs New York $1.15T AUM 47.82% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ironwood Financial's MDY Position: Q4 2021 in Review

Ironwood Financial sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2021, closing a stake of 15 shares — an estimated $7K sold.

Ironwood Financial first reported a position in MDY in Q4 2014 and held it in 27 quarters. The position peaked at $24K in Q4 2019. 1,126 funds tracked by Wall St. Rank hold MDY as of Q4 2021.

Ironwood Financial reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 15 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2021, an estimated $7K.
Ironwood Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and held it in 27 quarters.
Ironwood Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $24K in Q4 2019.
1,126 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.