RE Dickinson Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

RE Dickinson Investment Advisors’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	$108K	Hold	19	–	–	0.01%	161
2024 Q3	$10.8K	Hold	19	–	–	0.01%	160
2024 Q2	$10.2K	Hold	19	–	–	0.01%	157
2024 Q1	$11K	Hold	19	–	–	0.01%	154
2023 Q4	$10K	Hold	19	–	–	0.01%	164
2023 Q3	$9K	Hold	19	–	–	0.01%	179
2023 Q2	$9K	Hold	19	–	–	﹤0.01%	261
2023 Q1	$9K	Sell	19 -1	-5%	-$466	﹤0.01%	274
2022 Q4	$9K	Hold	20	–	–	﹤0.01%	258
2022 Q3	$8K	Hold	20	–	–	0.01%	161
2022 Q2	$8	Hold	20	–	–	﹤0.01%	172
2022 Q1	$10K	Hold	20	–	–	0.01%	180
2021 Q4	$10K	Buy	+20	New	+$10.2K	0.01%	177

Other funds holding MDY

Bank of America

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

Wells Fargo San Francisco, California $501B 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 $761B AUM 31.28% 1-Year Est. Return

Pathstone Holdings

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

PNC Financial Services Group

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

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