Kathryn A. Hall’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Kathryn A. Hall’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 Q4	–	Sell	-430	Closed	-$245K	–	38
2024 Q3	$245K	Hold	430	–	–	0.05%	47
2024 Q2	$230K	Hold	430	–	–	0.05%	49
2024 Q1	$239K	Sell	430 -215	-33%	-$111K	0.06%	50
2023 Q4	$327K	Hold	645	–	–	0.09%	48
2023 Q3	$295K	Hold	645	–	–	0.1%	48
2023 Q2	$309K	Hold	645	–	–	0.1%	48
2023 Q1	$296K	Hold	645	–	–	0.09%	57
2022 Q4	$286K	Hold	645	–	–	0.12%	48
2022 Q3	$258K	Hold	645	–	–	0.11%	49
2022 Q2	$267K	Hold	645	–	–	0.1%	48
2022 Q1	$315K	Hold	645	–	–	0.1%	49
2021 Q4	$333K	Hold	645	–	–	0.08%	51
2021 Q3	$310K	Sell	645 -2,053	-76%	-$1.01M	0.09%	50
2021 Q2	$1.32M	Hold	2,698	–	–	0.42%	36
2021 Q1	$1.28M	Hold	2,698	–	–	0.42%	35
2020 Q4	$1.13M	Hold	2,698	–	–	0.4%	38
2020 Q3	$914K	Buy	+2,698	New	+$921K	0.43%	31

Other funds holding MDY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kathryn A. Hall's MDY Position: Q4 2024 in Review

Kathryn A. Hall sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2024, closing a stake of 430 shares — an estimated $245K sold.

Kathryn A. Hall first reported a position in MDY in Q3 2020 and held it in 17 quarters. The position peaked at $1.32M in Q2 2021. 1,403 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

Kathryn A. Hall reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 430 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $245K.
Kathryn A. Hall first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and held it in 17 quarters.
Kathryn A. Hall's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.32M in Q2 2021.
1,403 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Kathryn A. Hall's 13F filing for Q4 2024, filed 12 Feb 2025.