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

Baker Tilly 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 Q1	–	Sell	-508	Closed	-$258K	–	448
2023 Q4	$258K	Sell	508 -38	-7%	-$17.6K	0.04%	410
2023 Q3	$249K	Sell	546 -937	-63%	-$449K	0.04%	397
2023 Q2	$710K	Sell	1,483 -8	-0.5%	-$3.64K	0.07%	265
2023 Q1	$683K	Buy	1,491 +810	+119%	+$378K	0.08%	267
2022 Q4	$302K	Sell	681 -6,811	-91%	-$3.01M	0.04%	435
2022 Q3	$3.01M	Buy	+7,492	New	+$3.31M	0.41%	55

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Baker Tilly Wealth Management's MDY Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024, closing a stake of 508 shares — an estimated $258K sold.

Baker Tilly Wealth Management first reported a position in MDY in Q3 2022 and held it in 6 quarters. The position peaked at $3.01M in Q3 2022. 1,294 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

Baker Tilly Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 508 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $258K.
Baker Tilly Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and held it in 6 quarters.
Baker Tilly Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.01M in Q3 2022.
1,294 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.