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

Accordant Advisory Group’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
Q2 		– Sell
-394
Closed -$219K – 198
2024
Q1 		$219K Buy
+394
New +$204K 0.16% 78

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Accordant Advisory Group's MDY Position: Q2 2024 in Review

Accordant Advisory Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 394 shares — an estimated $219K sold.

Accordant Advisory Group first reported a position in MDY in Q1 2024 and held it in 1 quarter. The position peaked at $219K in Q1 2024. 1,287 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

  • Accordant Advisory Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
  • Accordant Advisory Group sold 394 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $219K.
  • Accordant Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and held it in 1 quarter.
  • Accordant Advisory Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $219K in Q1 2024.
  • 1,287 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on Accordant Advisory Group's 13F filing for Q2 2024, filed 19 Jul 2024.