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

Annapolis Financial Services’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	$11.4K	Hold	20	–	–	﹤0.01%	274
2024 Q2	$10.7K	Hold	20	–	–	﹤0.01%	272
2024 Q1	$11.1K	Sell	20 -41	-67%	-$21.2K	﹤0.01%	268
2023 Q4	$31K	Hold	61	–	–	0.01%	239
2023 Q3	$27.9K	Hold	61	–	–	0.01%	234
2023 Q2	$29.2K	Hold	61	–	–	0.01%	230
2023 Q1	$28K	Hold	61	–	–	0.01%	220
2022 Q4	$27K	Hold	61	–	–	0.01%	220
2022 Q3	$25K	Hold	61	–	–	0.01%	230
2022 Q2	$25K	Hold	61	–	–	0.01%	228
2022 Q1	$30K	Buy	61 +20	+49%	+$9.73K	0.01%	226
2021 Q4	$21K	Hold	41	–	–	0.01%	257
2021 Q3	$20K	Hold	41	–	–	0.01%	234
2021 Q2	$20K	Buy	41 +6	+17%	+$2.96K	0.01%	217
2021 Q1	$17K	Hold	35	–	–	0.01%	219
2020 Q4	$15K	Buy	+35	New	+$13.5K	0.01%	216

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

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

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

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

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Annapolis Financial Services's MDY Position: Q3 2024 in Review

Annapolis Financial Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2024 at 20 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Annapolis Financial Services first reported a position in MDY in Q4 2020 and has held it in 16 quarters since. The position peaked at $31K in Q4 2023. 1,313 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

Annapolis Financial Services held 20 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11.4K as of Q3 2024.
Annapolis Financial Services 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 ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #274 holding.
Annapolis Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $31K in Q4 2023.
1,313 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.