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

Tiedemann 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 Q3	$1.31M	Hold	2,849	–	–	0.06%	101
2023 Q2	$1.37M	Buy	2,849 +18	+0.6%	+$8.2K	0.06%	95
2023 Q1	$1.3M	Hold	2,831	–	–	0.06%	99
2022 Q4	$1.26M	Hold	2,831	–	–	0.06%	101
2022 Q3	$1.15M	Hold	2,831	–	–	0.07%	101
2022 Q2	$1.18M	Buy	2,831 +400	+16%	+$181K	0.09%	103
2022 Q1	$1.2M	Sell	2,431 -3	-0.1%	-$1.46K	0.06%	133
2021 Q4	$1.26M	Buy	2,434 +3	+0.1%	+$1.53K	0.06%	123
2021 Q3	$1.17M	Hold	2,431	–	–	0.06%	127
2021 Q2	$1.2M	Hold	2,431	–	–	0.05%	154
2021 Q1	$1.16M	Hold	2,431	–	–	0.05%	149
2020 Q4	$1.02M	Hold	2,431	–	–	0.05%	148
2020 Q3	$826K	Sell	2,431 -325	-12%	-$111K	0.04%	189
2020 Q2	$900K	Sell	2,756 -113	-4%	-$34.3K	0.05%	169
2020 Q1	$757K	Buy	2,869 +325	+13%	+$110K	0.05%	177
2019 Q4	$959K	Sell	2,544 -2,743	-52%	-$991K	0.05%	166
2019 Q3	$1.87M	Hold	5,287	–	–	0.09%	125
2019 Q2	$1.88M	Hold	5,287	–	–	0.09%	111
2019 Q1	$1.83M	Sell	5,287 -573	-10%	-$193K	0.09%	145
2018 Q4	$1.78M	Sell	5,860 -85	-1%	-$28.3K	0.09%	144
2018 Q3	$2.19M	Sell	5,945 -230	-4%	-$84.2K	0.13%	100
2018 Q2	$2.2M	Buy	6,175 +205	+3%	+$72.1K	0.14%	99
2018 Q1	$2.04M	Buy	5,970 +3,454	+137%	+$1.2M	0.14%	92
2017 Q4	$872K	Sell	2,516 -134	-5%	-$45.2K	0.07%	127
2017 Q3	$752K	Buy	2,650 +85	+3%	+$27K	0.07%	174
2017 Q2	$815K	Hold	2,565	–	–	0.06%	243
2017 Q1	$801K	Hold	2,565	–	–	0.07%	207
2016 Q4	$773K	Buy	+2,565	New	+$741K	0.08%	174

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

Tiedemann Advisors's MDY Position: Q3 2023 in Review

Tiedemann Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2023 at 2,849 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #101.

Tiedemann Advisors first reported a position in MDY in Q4 2016 and has held it in 28 quarters since. The position peaked at $2.2M in Q2 2018. 1,157 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

Tiedemann Advisors held 2,849 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.31M as of Q3 2023.
Tiedemann Advisors 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 0.06% of Tiedemann Advisors's portfolio in Q3 2023, its #101 holding.
Tiedemann Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 28 quarters since.
Tiedemann Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.2M in Q2 2018.
1,157 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.