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

Viridian RIA’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
2022 Q1	–	Sell	-34,285	Closed	-$16.7M	–	11
2021 Q4	$17.7M	Buy	+34,285	New	+$17.4M	3.75%	10
2021 Q2	–	Hold	0	–	–	–	9
2021 Q1	–	Sell	-37,833	Closed	-$17.3M	–	7
2020 Q4	$15.9M	Sell	37,833 -2,612	-6%	-$1.01M	4.41%	8
2020 Q3	$13.7M	Sell	40,445 -1,317	-3%	-$450K	4.54%	7
2020 Q2	$13.6M	Sell	41,762 -1,680	-4%	-$509K	4.9%	7
2020 Q1	$11.4M	Sell	43,442 -1,364	-3%	-$463K	5.18%	6
2019 Q4	$16.8M	Sell	44,806 -1,057	-2%	-$382K	6%	5
2019 Q3	$16.2M	Sell	45,863 -1,430	-3%	-$501K	6.73%	4
2019 Q2	$16.2M	Sell	47,293 -1,363	-3%	-$476K	6.55%	4
2019 Q1	$16.8M	Sell	48,656 -478	-1%	-$161K	7.44%	4
2018 Q4	$14.9M	Sell	49,134 -4,411	-8%	-$1.47M	7.43%	4
2018 Q3	$19.7M	Sell	53,545 -4,824	-8%	-$1.77M	8.68%	5
2018 Q2	$20.7M	Sell	58,369 -6,746	-10%	-$2.37M	10.14%	5
2018 Q1	$22.3M	Buy	+65,115	New	+$22.7M	10.61%	3

Other funds holding MDY

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Viridian RIA's MDY Position: Q1 2022 in Review

Viridian RIA sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2022, closing a stake of 34,285 shares — an estimated $16.7M sold.

Viridian RIA first reported a position in MDY in Q1 2018 and held it in 13 quarters. The position peaked at $22.3M in Q1 2018. 1,099 funds tracked by Wall St. Rank hold MDY as of Q1 2022.

Viridian RIA reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 34,285 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2022, an estimated $16.7M.
Viridian RIA first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and held it in 13 quarters.
Viridian RIA's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $22.3M in Q1 2018.
1,099 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.