Tilia Fiduciary Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Tilia Fiduciary Partners’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	-237	Closed	-$114K	–	316
2023 Q2	$114K	Sell	237 -36	-13%	-$16.4K	0.1%	123
2023 Q1	$125K	Hold	273	–	–	0.12%	121
2022 Q4	$121K	Hold	273	–	–	0.12%	127
2022 Q3	$113K	Buy	273 +1	+0.4%	+$442	0.11%	125
2022 Q2	$114K	Sell	272 -41	-13%	-$18.5K	0.11%	127
2022 Q1	$154K	Sell	313 -16	-5%	-$7.78K	0.13%	123
2021 Q4	$170K	Buy	+329	New	+$167K	0.14%	114

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

Tilia Fiduciary Partners's MDY Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2023, closing a stake of 237 shares — an estimated $114K sold.

Tilia Fiduciary Partners first reported a position in MDY in Q4 2021 and held it in 7 quarters. The position peaked at $170K in Q4 2021. 1,157 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

Tilia Fiduciary Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 237 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2023, an estimated $114K.
Tilia Fiduciary Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $170K in Q4 2021.
1,157 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.