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Piedmont Capital Management (Montana)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Piedmont Capital Management (Montana)’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 		– Sell
-65,179
Closed -$4.6M – 48
2023
Q1 		$4.6M Buy
65,179
+1,717
+3% +$800K 3.68% 9
2022
Q4 		$4.54M Buy
63,462
+2,342
+4% +$1.04M 3.8% 8
2022
Q3 		$3.96M Buy
+61,120
New +$27M 3.58% 6

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Piedmont Capital Management (Montana)'s MDY Position: Q2 2023 in Review

Piedmont Capital Management (Montana) sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2023, closing a stake of 65,179 shares — an estimated $4.6M sold.

Piedmont Capital Management (Montana) first reported a position in MDY in Q3 2022 and held it in 3 quarters. The position peaked at $4.6M in Q1 2023. 1,154 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

  • Piedmont Capital Management (Montana) reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2023 after selling out during the quarter.
  • Piedmont Capital Management (Montana) sold 65,179 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2023, an estimated $4.6M.
  • Piedmont Capital Management (Montana) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and held it in 3 quarters.
  • Piedmont Capital Management (Montana)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.6M in Q1 2023.
  • 1,154 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2023, filed 11 Aug 2023.