Select Equity Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Select Equity 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 Q4	–	Sell	-7,547	Closed	-$3.45M	–	177
2023 Q3	$3.45M	Buy	7,547 +2,175	+40%	+$1.04M	0.01%	126
2023 Q2	$2.57M	Buy	+5,372	New	+$2.45M	0.01%	132
2022 Q1	–	Sell	-7,319	Closed	-$3.79M	–	175
2021 Q4	$3.79M	Buy	7,319 +3,484	+91%	+$1.77M	0.01%	121
2021 Q3	$1.84M	Buy	3,835 +2,795	+269%	+$1.37M	0.01%	124
2021 Q2	$511K	Sell	1,040 -7,369	-88%	-$3.63M	﹤0.01%	148
2021 Q1	$4M	Sell	8,409 -8,201	-49%	-$3.74M	0.01%	115
2020 Q4	$6.97M	Sell	16,610 -11,603	-41%	-$4.47M	0.03%	97
2020 Q3	$9.56M	Buy	28,213 +23,731	+529%	+$8.1M	0.05%	105
2020 Q2	$1.45M	Buy	+4,482	New	+$1.36M	0.01%	121
2020 Q1	–	Sell	-2,072	Closed	-$778K	–	122
2019 Q4	$778K	Buy	+2,072	New	+$749K	﹤0.01%	103
2015 Q4	–	Sell	-133,627	Closed	-$33.3M	–	113
2015 Q3	$33.3M	Buy	+133,627	New	+$35.4M	0.32%	63
2014 Q2	–	Sell	-7,154	Closed	-$1.79M	–	118
2014 Q1	$1.79M	Buy	+7,154	New	+$1.75M	0.02%	102
2013 Q3	–	Sell	-2,635	Closed	-$554K	–	89
2013 Q2	$554K	Buy	+2,635	New	+$557K	0.01%	79

Other funds holding MDY

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

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

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

Select Equity Group's MDY Position: Q4 2023 in Review

Select Equity Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2023, closing a stake of 7,547 shares — an estimated $3.45M sold.

Select Equity Group first reported a position in MDY in Q2 2013 and held it in 13 quarters. The position peaked at $33.3M in Q3 2015. 1,233 funds tracked by Wall St. Rank hold MDY as of Q4 2023.

Select Equity Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2023 after selling out during the quarter.
Select Equity Group sold 7,547 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2023, an estimated $3.45M.
Select Equity Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 13 quarters.
Select Equity Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $33.3M in Q3 2015.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2023.

Based on Select Equity Group's 13F filing for Q4 2023, filed 14 Feb 2024.