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

Zevin Asset Management’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
2024 Q1	–	Sell	-624	Closed	-$317K	–	88
2023 Q4	$317K	Buy	+624	New	+$290K	0.06%	70
2021 Q4	–	Sell	-559	Closed	-$269K	–	99
2021 Q3	$269K	Hold	559	–	–	0.05%	81
2021 Q2	$274K	Sell	559 -4	-0.7%	-$1.97K	0.05%	84
2021 Q1	$268K	Sell	563 -335	-37%	-$153K	0.06%	75
2020 Q4	$377K	Buy	+898	New	+$346K	0.09%	65

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Zevin Asset Management's MDY Position: Q1 2024 in Review

Zevin Asset Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024, closing a stake of 624 shares — an estimated $317K sold.

Zevin Asset Management first reported a position in MDY in Q4 2020 and held it in 5 quarters. The position peaked at $377K in Q4 2020. 1,297 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

Zevin Asset Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2024 after selling out during the quarter.
Zevin Asset Management sold 624 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $317K.
Zevin Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 5 quarters.
Zevin Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $377K in Q4 2020.
1,297 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2024.

Based on Zevin Asset Management's 13F filing for Q1 2024, filed 9 May 2024.