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

Steward Financial 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 Q3	$10K	Hold	22	–	–	﹤0.01%	384
2023 Q2	$10K	Hold	22	–	–	﹤0.01%	378
2023 Q1	$10K	Hold	22	–	–	﹤0.01%	195
2022 Q4	$9K	Buy	+22	New	+$9.73K	﹤0.01%	156
2022 Q3	–	Sell	-22	Closed	-$9K	–	812
2022 Q2	$9K	Hold	22	–	–	0.01%	261
2022 Q1	$10K	Hold	22	–	–	0.01%	210
2021 Q4	$11K	Buy	+22	New	+$11.2K	0.01%	153

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 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

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

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

Steward Financial Group's MDY Position: Q3 2023 in Review

Steward Financial Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2023 at 22 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Steward Financial Group first reported a position in MDY in Q4 2021 and has held it in 7 quarters since. The position peaked at $11K in Q4 2021. 1,157 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

Steward Financial Group held 22 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $10K as of Q3 2023.
Steward Financial Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2023.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #384 holding.
Steward Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 7 quarters since.
Steward Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11K in Q4 2021.
1,157 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.