Sarah T. Connolly’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Sarah T. Connolly’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 Q4	–	Sell	-7,711	Closed	-$3.52M	–	59
2023 Q3	$3.52M	Sell	7,711 -7	-0.1%	-$3.35K	2.32%	9
2023 Q2	$3.7M	Hold	7,718	–	–	2.23%	9
2023 Q1	$3.54M	Sell	7,718 -1,243	-14%	-$579K	2.24%	9
2022 Q4	$3.97M	Hold	8,961	–	–	2.7%	6
2022 Q3	$3.6M	Sell	8,961 -201	-2%	-$88.8K	2.64%	7
2022 Q2	$3.79M	Sell	9,162 -20	-0.2%	-$9.03K	2.58%	7
2022 Q1	$4.5M	Hold	9,182	–	–	2.64%	7
2021 Q4	$4.75M	Buy	9,182 +6,917	+305%	+$3.52M	2.65%	7
2021 Q3	$1.09M	Sell	2,265 -20	-0.9%	-$9.82K	0.9%	46
2021 Q2	$1.12M	Sell	2,285 -57	-2%	-$28.1K	0.92%	47
2021 Q1	$1.11M	Sell	2,342 -196	-8%	-$89.4K	0.99%	39
2020 Q4	$1.06M	Buy	+2,538	New	+$978K	0.97%	40

Other funds holding MDY

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sarah T. Connolly's MDY Position: Q4 2023 in Review

Sarah T. Connolly sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2023, closing a stake of 7,711 shares — an estimated $3.52M sold.

Sarah T. Connolly first reported a position in MDY in Q4 2020 and held it in 12 quarters. The position peaked at $4.75M in Q4 2021. 1,232 funds tracked by Wall St. Rank hold MDY as of Q4 2023.

Sarah T. Connolly reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 7,711 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2023, an estimated $3.52M.
Sarah T. Connolly first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.75M in Q4 2021.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.