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

Plimoth Trust’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
2020 Q1	–	Sell	-590	Closed	-$221K	–	163
2019 Q4	$221K	Sell	590 -2,060	-78%	-$745K	0.07%	171
2019 Q3	$934K	Sell	2,650 -305	-10%	-$107K	0.31%	98
2019 Q2	$1.05M	Sell	2,955 -16	-0.5%	-$5.59K	0.34%	89
2019 Q1	$1.03M	Buy	+2,971	New	+$999K	0.34%	87
2018 Q4	–	Sell	-621	Closed	-$228K	–	185
2018 Q3	$228K	Hold	621	–	–	0.07%	178
2018 Q2	$220K	Hold	621	–	–	0.08%	180
2018 Q1	$212K	Sell	621 -20	-3%	-$6.96K	0.07%	187
2017 Q4	$221K	Buy	+641	New	+$216K	0.08%	175

Other funds holding MDY

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Plimoth Trust's MDY Position: Q1 2020 in Review

Plimoth Trust sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2020, closing a stake of 590 shares — an estimated $221K sold.

Plimoth Trust first reported a position in MDY in Q4 2017 and held it in 8 quarters. The position peaked at $1.05M in Q2 2019. 821 funds tracked by Wall St. Rank hold MDY as of Q1 2020.

Plimoth Trust reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2020 after selling out during the quarter.
Plimoth Trust sold 590 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2020, an estimated $221K.
Plimoth Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 8 quarters.
Plimoth Trust's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.05M in Q2 2019.
821 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2020.

Based on Plimoth Trust's 13F filing for Q1 2020, filed 22 Apr 2020.