Seven Post Investment Office’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Seven Post Investment Office’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	-1,021	Closed	-$466K	–	54
2023 Q3	$466K	Hold	1,021	–	–	0.13%	40
2023 Q2	$489K	Hold	1,021	–	–	0.15%	39
2023 Q1	$468K	Hold	1,021	–	–	0.17%	33
2022 Q4	$452K	Hold	1,021	–	–	0.16%	37
2022 Q3	$410K	Buy	+1,021	New	+$451K	0.16%	35

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

Seven Post Investment Office's MDY Position: Q4 2023 in Review

Seven Post Investment Office sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2023, closing a stake of 1,021 shares — an estimated $466K sold.

Seven Post Investment Office first reported a position in MDY in Q3 2022 and held it in 5 quarters. The position peaked at $489K in Q2 2023. 1,233 funds tracked by Wall St. Rank hold MDY as of Q4 2023.

Seven Post Investment Office reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2023 after selling out during the quarter.
Seven Post Investment Office sold 1,021 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2023, an estimated $466K.
Seven Post Investment Office first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and held it in 5 quarters.
Seven Post Investment Office's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $489K in Q2 2023.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2023.

Based on Seven Post Investment Office's 13F filing for Q4 2023, filed 6 Feb 2024.