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

Resource 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
2021 Q4	$140M	Buy	270,646 +1,649	+0.6%	+$839K	14.45%	2
2021 Q3	$129M	Buy	268,997 +1,075	+0.4%	+$528K	14.77%	2
2021 Q2	$132M	Sell	267,922 -7,490	-3%	-$3.69M	15.06%	2
2021 Q1	$131M	Buy	275,412 +788	+0.3%	+$359K	15.78%	2
2020 Q4	$115M	Sell	274,624 -1,039	-0.4%	-$400K	15.76%	2
2020 Q3	$93.4M	Sell	275,663 -3,980	-1%	-$1.36M	15.23%	2
2020 Q2	$90.7M	Sell	279,643 -19,164	-6%	-$5.81M	15.7%	2
2020 Q1	$78.5M	Sell	298,807 -14,413	-5%	-$4.89M	16.6%	2
2019 Q4	$118M	Sell	313,220 -2,014	-0.6%	-$728K	18.9%	2
2019 Q3	$111M	Sell	315,234 -1,865	-0.6%	-$653K	19.38%	2
2019 Q2	$112M	Buy	317,099 +5,898	+2%	+$2.06M	19.48%	2
2019 Q1	$107M	Sell	311,201 -3,203	-1%	-$1.08M	19.33%	2
2018 Q4	$95.2M	Sell	314,404 -1,029	-0.3%	-$343K	19.95%	2
2018 Q3	$116M	Buy	315,433 +10,440	+3%	+$3.82M	21.18%	2
2018 Q2	$108M	Buy	304,993 +19,814	+7%	+$6.97M	21.09%	2
2018 Q1	$97.5M	Sell	285,179 -4,792	-2%	-$1.67M	20.76%	2
2017 Q4	$97.2M	Buy	+289,971	New	+$97.7M	19.81%	2

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Resource Management's MDY Position: Q4 2021 in Review

Resource Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.61% in Q4 2021, buying an estimated $839K and bringing the position to 270,646 shares worth $140M. The position accounts for 14.45% of the portfolio, ranked #2.

Resource Management first reported a position in MDY in Q4 2017 and has held it in 17 quarters since. 1,125 funds tracked by Wall St. Rank hold MDY as of Q4 2021.

Resource Management held 270,646 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $140M as of Q4 2021.
Resource Management bought 1,649 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2021, an estimated $839K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 14.45% of Resource Management's portfolio in Q4 2021, its #2 holding.
Resource Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 17 quarters since.
1,125 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.