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

Schroder Investment Management Group’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	-586	Closed	-$269K	–	1264
2023 Q1	$269K	Buy	+586	New	+$273K	﹤0.01%	1189
2016 Q2	–	Sell	-550	Closed	-$144K	–	1191
2016 Q1	$144K	Hold	550	–	–	﹤0.01%	1039
2015 Q4	$140K	Hold	550	–	–	﹤0.01%	1055
2015 Q3	$137K	Hold	550	–	–	﹤0.01%	1049
2015 Q2	$150K	Buy	+550	New	+$153K	﹤0.01%	1058

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Schroder Investment Management Group's MDY Position: Q2 2023 in Review

Schroder Investment Management Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2023, closing a stake of 586 shares — an estimated $269K sold.

Schroder Investment Management Group first reported a position in MDY in Q2 2015 and held it in 5 quarters. The position peaked at $269K in Q1 2023. 1,155 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

Schroder Investment Management Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2023 after selling out during the quarter.
Schroder Investment Management Group sold 586 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2023, an estimated $269K.
Schroder Investment Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2015 and held it in 5 quarters.
Schroder Investment Management Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $269K in Q1 2023.
1,155 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on Schroder Investment Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.