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

tru Independence’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 Q2	–	Sell	-1,745	Closed	-$831K	–	333
2021 Q1	$831K	Sell	1,745 -92	-5%	-$41.9K	0.16%	130
2020 Q4	$772	Sell	1,837 -26	-1%	-$10K	﹤0.01%	360
2020 Q3	$631K	Sell	1,863 -237	-11%	-$80.9K	0.18%	106
2020 Q2	$681K	Sell	2,100 -94	-4%	-$28.5K	0.1%	147
2020 Q1	$576K	Hold	2,194	–	–	0.09%	133
2019 Q4	$576K	Buy	+2,194	New	+$793K	0.08%	151

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

tru Independence's MDY Position: Q2 2021 in Review

tru Independence sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2021, closing a stake of 1,745 shares — an estimated $831K sold.

tru Independence first reported a position in MDY in Q4 2019 and held it in 6 quarters. The position peaked at $831K in Q1 2021. 1,040 funds tracked by Wall St. Rank hold MDY as of Q2 2021.

tru Independence reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2021 after selling out during the quarter.
tru Independence sold 1,745 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2021, an estimated $831K.
tru Independence first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and held it in 6 quarters.
tru Independence's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $831K in Q1 2021.
1,040 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.