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

TFC Financial Management’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 Q1	–	Sell	-41	Closed	-$18.2K	–	694
2022 Q4	$18.2K	Hold	41	–	–	0.01%	265
2022 Q3	$16K	Hold	41	–	–	0.01%	269
2022 Q2	$17K	Hold	41	–	–	0.01%	271
2022 Q1	$20K	Hold	41	–	–	0.01%	259
2021 Q4	$21K	Buy	+41	New	+$20.9K	0.01%	275
2020 Q4	–	Sell	-26	Closed	-$9K	–	579
2020 Q3	$9K	Buy	+26	New	+$8.87K	﹤0.01%	304

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

TFC Financial Management's MDY Position: Q1 2023 in Review

TFC Financial Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2023, closing a stake of 41 shares — an estimated $18.2K sold.

TFC Financial Management first reported a position in MDY in Q3 2020 and held it in 6 quarters. The position peaked at $21K in Q4 2021. 1,138 funds tracked by Wall St. Rank hold MDY as of Q1 2023.

TFC Financial Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2023 after selling out during the quarter.
TFC Financial Management sold 41 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2023, an estimated $18.2K.
TFC Financial Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and held it in 6 quarters.
TFC Financial Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $21K in Q4 2021.
1,138 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2023.

Based on TFC Financial Management's 13F filing for Q1 2023, filed 8 May 2023.