9WM
MDY icon

9258 Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

9258 Wealth 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
Q3 		$1.23M Hold
2,154
– – 0.18% 108
2024
Q2 		$1.15M Sell
2,154
-77
-3% -$41.4K 0.18% 107
2024
Q1 		$1.24M Sell
2,231
-20
-0.9% -$10.4K 0.19% 102
2023
Q4 		$1.14M Hold
2,251
– – 0.2% 100
2023
Q3 		$1.03M Sell
2,251
-3
-0.1% -$1.44K 0.2% 100
2023
Q2 		$1.08M Hold
2,254
– – 0.2% 92
2023
Q1 		$1.03M Sell
2,254
-91
-4% -$42.4K 0.21% 95
2022
Q4 		$1.04M Buy
2,345
+91
+4% +$40.2K 0.22% 93
2022
Q3 		$905K Hold
2,254
– – 0.23% 96
2022
Q2 		$932K Sell
2,254
-100
-4% -$45.2K 0.24% 100
2022
Q1 		$1.16M Sell
2,354
-487
-17% -$237K 0.27% 82
2021
Q4 		$1.47M Buy
2,841
+47
+2% +$23.9K 0.34% 61
2021
Q3 		$1.34M Hold
2,794
– – 0.36% 55
2021
Q2 		$1.37M Buy
2,794
+670
+32% +$330K 0.37% 53
2021
Q1 		$1.01M Buy
2,124
+210
+11% +$95.8K 0.3% 79
2020
Q4 		$804K Buy
1,914
+435
+29% +$168K 0.26% 92
2020
Q3 		$512K Sell
1,479
-28
-2% -$9.56K 0.19% 132
2020
Q2 		$489K Buy
1,507
+304
+25% +$92.2K 0.2% 139
2020
Q1 		$354K Buy
1,203
+203
+20% +$68.8K 0.16% 161
2019
Q4 		$375K Buy
+1,000
New +$361K 0.14% 186

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

9258 Wealth Management's MDY Position: Q3 2024 in Review

9258 Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2024 at 2,154 shares worth $1.23M. The position accounts for 0.18% of the portfolio, ranked #108.

9258 Wealth Management first reported a position in MDY in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.47M in Q4 2021. 1,313 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

  • 9258 Wealth Management held 2,154 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.23M as of Q3 2024.
  • 9258 Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2024.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.18% of 9258 Wealth Management's portfolio in Q3 2024, its #108 holding.
  • 9258 Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 20 quarters since.
  • 9258 Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.47M in Q4 2021.
  • 1,313 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.