Thomas Story & Son’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Thomas Story & Son’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
2021 Q4	–	Sell	-485	Closed	-$233K	–	63
2021 Q3	$233K	Hold	485	–	–	0.1%	64
2021 Q2	$238K	Hold	485	–	–	0.09%	64
2021 Q1	$231K	Sell	485 -25	-5%	-$11.4K	0.09%	64
2020 Q4	$214K	Sell	510 -100	-16%	-$38.5K	0.09%	62
2020 Q3	$207K	Buy	+610	New	+$208K	0.09%	62
2020 Q1	–	Sell	-610	Closed	-$229K	–	57
2019 Q4	$229K	Hold	610	–	–	0.11%	54
2019 Q3	$215K	Hold	610	–	–	0.11%	57
2019 Q2	$216K	Hold	610	–	–	0.11%	55
2019 Q1	$211K	Buy	+610	New	+$205K	0.11%	52
2018 Q4	–	Sell	-610	Closed	-$224K	–	55
2018 Q3	$224K	Hold	610	–	–	0.12%	53
2018 Q2	$217K	Sell	610 -25	-4%	-$8.79K	0.13%	53
2018 Q1	$217K	Hold	635	–	–	0.13%	52
2017 Q4	$219K	Hold	635	–	–	0.13%	54
2017 Q3	$207K	Hold	635	–	–	0.11%	53
2017 Q2	$202K	Buy	+635	New	+$200K	0.12%	53

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Thomas Story & Son's MDY Position: Q4 2021 in Review

Thomas Story & Son sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2021, closing a stake of 485 shares — an estimated $233K sold.

Thomas Story & Son first reported a position in MDY in Q2 2017 and held it in 15 quarters. The position peaked at $238K in Q2 2021. 1,126 funds tracked by Wall St. Rank hold MDY as of Q4 2021.

Thomas Story & Son reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2021 after selling out during the quarter.
Thomas Story & Son sold 485 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2021, an estimated $233K.
Thomas Story & Son first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2017 and held it in 15 quarters.
Thomas Story & Son's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $238K in Q2 2021.
1,126 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2021.

Based on Thomas Story & Son's 13F filing for Q4 2021, filed 4 Feb 2022.