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

Veritable’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
2013 Q4	–	Sell	-52,100	Closed	-$11.8M	–	1003
2013 Q3	$11.8M	Hold	52,100	–	–	0.28%	62
2013 Q2	$10.9M	Buy	+52,100	New	+$11M	0.26%	65

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

Veritable's MDY Position: Q3 2023 in Review

Veritable sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2023, closing a stake of 966,257 shares — an estimated $463M sold.

Veritable first reported a position in MDY in Q2 2013 and held it in 41 quarters. The position peaked at $531M in Q3 2017. 1,157 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

Veritable reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2023 after selling out during the quarter.
Veritable sold 966,257 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2023, an estimated $463M.
Veritable first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 41 quarters.
Veritable's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $531M in Q3 2017.
1,157 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.