Jasper Ridge Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Jasper Ridge Partners’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
2023 Q4	–	Sell	-1,095	Closed	-$500K	–	151
2023 Q3	$500K	Hold	1,095	–	–	0.02%	95
2023 Q2	$524K	Hold	1,095	–	–	0.03%	98
2023 Q1	$502K	Hold	1,095	–	–	0.02%	104
2022 Q4	$485K	Hold	1,095	–	–	0.03%	98
2022 Q3	$440K	Hold	1,095	–	–	0.03%	103
2022 Q2	$453K	Hold	1,095	–	–	0.03%	103
2022 Q1	$537K	Hold	1,095	–	–	0.03%	110
2021 Q4	$567K	Hold	1,095	–	–	0.02%	109
2021 Q3	$527K	Hold	1,095	–	–	0.02%	120
2021 Q2	$538K	Hold	1,095	–	–	0.03%	110
2021 Q1	$521K	Hold	1,095	–	–	0.02%	98
2020 Q4	$460K	Hold	1,095	–	–	0.02%	95
2020 Q3	$371K	Hold	1,095	–	–	0.02%	100
2020 Q2	$355K	Hold	1,095	–	–	0.02%	92
2020 Q1	$288K	Hold	1,095	–	–	0.02%	85
2019 Q4	$411K	Hold	1,095	–	–	0.03%	80
2019 Q3	$386K	Hold	1,095	–	–	0.02%	73
2019 Q2	$388K	Hold	1,095	–	–	0.02%	75
2019 Q1	$378K	Hold	1,095	–	–	0.02%	70
2018 Q4	$331K	Hold	1,095	–	–	0.02%	59
2018 Q3	$402K	Hold	1,095	–	–	0.02%	60
2018 Q2	$389K	Hold	1,095	–	–	0.03%	55
2018 Q1	$374K	Hold	1,095	–	–	0.02%	52
2017 Q4	$378K	Hold	1,095	–	–	0.02%	52
2017 Q3	$357K	Hold	1,095	–	–	0.02%	68
2017 Q2	$348K	Hold	1,095	–	–	0.02%	73
2017 Q1	$342K	Hold	1,095	–	–	0.02%	80
2016 Q4	$330K	Hold	1,095	–	–	0.02%	80
2016 Q3	$309K	Hold	1,095	–	–	0.02%	83
2016 Q2	$298K	Hold	1,095	–	–	0.02%	81
2016 Q1	$288K	Hold	1,095	–	–	0.02%	77
2015 Q4	$278K	Buy	+1,095	New	+$285K	0.02%	74

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Jasper Ridge Partners's MDY Position: Q4 2023 in Review

Jasper Ridge Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2023, closing a stake of 1,095 shares — an estimated $500K sold.

Jasper Ridge Partners first reported a position in MDY in Q4 2015 and held it in 32 quarters. The position peaked at $567K in Q4 2021. 1,233 funds tracked by Wall St. Rank hold MDY as of Q4 2023.

Jasper Ridge Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2023 after selling out during the quarter.
Jasper Ridge Partners sold 1,095 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2023, an estimated $500K.
Jasper Ridge Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and held it in 32 quarters.
Jasper Ridge Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $567K in Q4 2021.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2023.

Based on Jasper Ridge Partners's 13F filing for Q4 2023, filed 14 Feb 2024.