Tidal Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Tidal Investments’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	–	Sell	-4,071	Closed	-$1.95M	–	1346
2023 Q2	$1.95M	Buy	+4,071	New	+$1.85M	0.06%	331
2022 Q1	–	Sell	-4,090	Closed	-$2.12M	–	1129
2021 Q4	$2.12M	Buy	+4,090	New	+$2.08M	0.06%	227
2021 Q2	–	Sell	-5,220	Closed	-$2.48M	–	737
2021 Q1	$2.48M	Sell	5,220 -20	-0.4%	-$9.12K	0.12%	93
2020 Q4	$2.2M	Buy	+5,240	New	+$2.02M	0.15%	85
2020 Q1	–	Sell	-8,750	Closed	-$3.28M	–	242
2019 Q4	$3.28M	Buy	+8,750	New	+$3.16M	1.38%	18

Other funds holding MDY

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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

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

Tidal Investments's MDY Position: Q3 2023 in Review

Tidal Investments sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2023, closing a stake of 4,071 shares — an estimated $1.95M sold.

Tidal Investments first reported a position in MDY in Q4 2019 and held it in 5 quarters. The position peaked at $3.28M in Q4 2019. 1,157 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

Tidal Investments reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2023 after selling out during the quarter.
Tidal Investments sold 4,071 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2023, an estimated $1.95M.
Tidal Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and held it in 5 quarters.
Tidal Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.28M in Q4 2019.
1,157 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on Tidal Investments's 13F filing for Q3 2023, filed 15 Nov 2023.