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

Maryland 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
2022 Q3	$1.44M	Sell	3,590 -75	-2%	-$33.1K	0.12%	83
2022 Q2	$1.51M	Hold	3,665	–	–	0.12%	83
2022 Q1	$1.8M	Sell	3,665 -50	-1%	-$24.3K	0.11%	92
2021 Q4	$1.92M	Sell	3,715 -100	-3%	-$50.9K	0.1%	89
2021 Q3	$1.83M	Hold	3,815	–	–	0.11%	92
2021 Q2	$1.87M	Sell	3,815 -260	-6%	-$128K	0.11%	90
2021 Q1	$1.94M	Sell	4,075 -280	-6%	-$128K	0.13%	81
2020 Q4	$1.83M	Sell	4,355 -105	-2%	-$40.4K	0.13%	80
2020 Q3	$1.51M	Sell	4,460 -320	-7%	-$109K	0.12%	87
2020 Q2	$1.55M	Buy	4,780 +100	+2%	+$30.3K	0.14%	79
2020 Q1	$1.23M	Buy	+4,680	New	+$1.59M	0.15%	88

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

Maryland Capital Management's MDY Position: Q3 2022 in Review

Maryland Capital Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2% in Q3 2022, selling an estimated $33.1K and leaving 3,590 shares worth $1.44M. The position accounts for 0.12% of the portfolio, ranked #83.

Maryland Capital Management first reported a position in MDY in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.94M in Q1 2021. 1,050 funds tracked by Wall St. Rank hold MDY as of Q3 2022.

Maryland Capital Management held 3,590 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.44M as of Q3 2022.
Maryland Capital Management sold 75 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2022, an estimated $33.1K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of Maryland Capital Management's portfolio in Q3 2022, its #83 holding.
Maryland Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 11 quarters since.
Maryland Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.94M in Q1 2021.
1,050 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.