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

AA Financial Advisors’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 Q4	–	Sell	-508	Closed	-$289K	–	172
2024 Q3	$289K	Hold	508	–	–	0.08%	138
2024 Q2	$272K	Hold	508	–	–	0.1%	136
2024 Q1	$283K	Hold	508	–	–	0.11%	129
2023 Q4	$258K	Buy	+508	New	+$236K	0.17%	52

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AA Financial Advisors's MDY Position: Q4 2024 in Review

AA Financial Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2024, closing a stake of 508 shares — an estimated $289K sold.

AA Financial Advisors first reported a position in MDY in Q4 2023 and held it in 4 quarters. The position peaked at $289K in Q3 2024. 1,407 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

AA Financial Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2024 after selling out during the quarter.
AA Financial Advisors sold 508 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $289K.
AA Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and held it in 4 quarters.
AA Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $289K in Q3 2024.
1,407 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on AA Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.