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

Linker Capital 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
2023 Q2	$10.2M	Hold	21,292	–	–	10.41%	3
2023 Q1	$9.76M	Hold	21,292	–	–	10.7%	3
2022 Q4	$9.43M	Hold	21,292	–	–	10.82%	3
2022 Q3	$8.55M	Hold	21,292	–	–	10.6%	3
2022 Q2	$8.8M	Sell	21,292 -8	-0%	-$3.61K	10.94%	3
2022 Q1	$10.4M	Hold	21,300	–	–	10.39%	3
2021 Q4	$11M	Buy	+21,300	New	+$10.8M	10.6%	3

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Linker Capital Management's MDY Position: Q2 2023 in Review

Linker Capital Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2023 at 21,292 shares worth $10.2M. The position accounts for 10.41% of the portfolio, ranked #3.

Linker Capital Management first reported a position in MDY in Q4 2021 and has held it in 7 quarters since. The position peaked at $11M in Q4 2021. 1,154 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

Linker Capital Management held 21,292 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $10.2M as of Q2 2023.
Linker Capital Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2023.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 10.41% of Linker Capital Management's portfolio in Q2 2023, its #3 holding.
Linker Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 7 quarters since.
Linker Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11M in Q4 2021.
1,154 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on Linker Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.