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

Security National 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
2021 Q3	$746K	Hold	1,520	–	–	0.17%	97
2021 Q2	$746K	Buy	1,520 +250	+20%	+$123K	0.17%	101
2021 Q1	$605K	Hold	1,270	–	–	0.14%	105
2020 Q4	$534K	Hold	1,270	–	–	0.13%	106
2020 Q3	$430K	Hold	1,270	–	–	0.12%	112
2020 Q2	$412K	Hold	1,270	–	–	0.12%	110
2020 Q1	$334K	Hold	1,270	–	–	0.12%	110
2019 Q4	$477K	Hold	1,270	–	–	0.14%	109
2019 Q3	$447K	Hold	1,270	–	–	0.14%	109
2019 Q2	$450K	Hold	1,270	–	–	0.14%	110
2019 Q1	$438K	Hold	1,270	–	–	0.14%	106
2018 Q4	$384K	Hold	1,270	–	–	0.14%	108
2018 Q3	$467K	Hold	1,270	–	–	0.15%	109
2018 Q2	$451K	Hold	1,270	–	–	0.15%	111
2018 Q1	$434K	Buy	1,270 +150	+13%	+$52.2K	0.14%	115
2017 Q4	$387K	Hold	1,120	–	–	0.12%	121
2017 Q3	$366K	Hold	1,120	–	–	0.12%	124
2017 Q2	$356K	Hold	1,120	–	–	0.12%	131
2017 Q1	$350K	Buy	1,120 +550	+96%	+$171K	0.12%	131
2016 Q4	$172K	Hold	570	–	–	0.06%	178
2016 Q3	$161K	Buy	570 +25	+5%	+$7.04K	0.06%	182
2016 Q2	$148K	Hold	545	–	–	0.05%	190
2016 Q1	$143K	Buy	545 +115	+27%	+$28K	0.05%	188
2015 Q4	$110K	Hold	430	–	–	0.04%	206
2015 Q3	$107K	Hold	430	–	–	0.04%	209
2015 Q2	$117K	Hold	430	–	–	0.04%	217
2015 Q1	$119K	Buy	430 +50	+13%	+$13.5K	0.04%	216
2014 Q4	$101K	Hold	380	–	–	0.04%	221
2014 Q3	$95K	Hold	380	–	–	0.04%	223
2014 Q2	$99K	Sell	380 -75	-16%	-$18.8K	0.04%	219
2014 Q1	$114K	Hold	455	–	–	0.05%	208
2013 Q4	$111K	Hold	455	–	–	0.05%	207
2013 Q3	$103K	Sell	455 -34	-7%	-$7.56K	0.05%	205
2013 Q2	$103K	Buy	+489	New	+$103K	0.05%	200

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Security National Trust's MDY Position: Q3 2021 in Review

Security National Trust held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2021 at 1,520 shares worth $746K. The position accounts for 0.17% of the portfolio, ranked #97.

Security National Trust first reported a position in MDY in Q2 2013 and has held it in 34 quarters since. 1,025 funds tracked by Wall St. Rank hold MDY as of Q3 2021.

Security National Trust held 1,520 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $746K as of Q3 2021.
Security National Trust left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2021.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.17% of Security National Trust's portfolio in Q3 2021, its #97 holding.
Security National Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 34 quarters since.
1,025 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.