Stonebridge Capital Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Stonebridge Capital Advisors’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	-14	Closed	-$6.39K	–	571
2023 Q3	$6.39K	Hold	14	–	–	﹤0.01%	673
2023 Q2	$6.71K	Hold	14	–	–	﹤0.01%	677
2023 Q1	$6.42K	Hold	14	–	–	﹤0.01%	675
2022 Q4	$6.2K	Hold	14	–	–	﹤0.01%	672
2022 Q3	$6K	Hold	14	–	–	﹤0.01%	658
2022 Q2	$6K	Hold	14	–	–	﹤0.01%	687
2022 Q1	$7K	Hold	14	–	–	﹤0.01%	725
2021 Q4	$7K	Hold	14	–	–	﹤0.01%	696
2021 Q3	$7K	Hold	14	–	–	﹤0.01%	676
2021 Q2	$7K	Buy	+14	New	+$6.91K	﹤0.01%	664

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

Stonebridge Capital Advisors's MDY Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2023, closing a stake of 14 shares — an estimated $6.39K sold.

Stonebridge Capital Advisors first reported a position in MDY in Q2 2021 and held it in 10 quarters. The position peaked at $7K in Q1 2022. 1,233 funds tracked by Wall St. Rank hold MDY as of Q4 2023.

Stonebridge Capital Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 14 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2023, an estimated $6.39K.
Stonebridge Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2021 and held it in 10 quarters.
Stonebridge Capital Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7K in Q1 2022.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.