BFM
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Boston Financial Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Boston Financial 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
Q4 		$9.4M Buy
16,512
+332
+2% +$195K 0.28% 73
2024
Q3 		$9.22M Sell
16,180
-202
-1% -$111K 0.27% 74
2024
Q2 		$8.77M Hold
16,382
– – 0.28% 75
2024
Q1 		$9.11M Hold
16,382
– – 0.29% 72
2023
Q4 		$8.31M Buy
16,382
+77
+0.5% +$35.8K 0.28% 72
2023
Q3 		$7.45M Sell
16,305
-425
-3% -$204K 0.28% 75
2023
Q2 		$8.01M Hold
16,730
– – 0.29% 75
2023
Q1 		$7.67M Buy
16,730
+200
+1% +$93.2K 0.3% 75
2022
Q4 		$7.32M Sell
16,530
-29
-0.2% -$12.8K 0.29% 75
2022
Q3 		$6.65M Buy
16,559
+602
+4% +$266K 0.29% 73
2022
Q2 		$6.6M Buy
15,957
+4,039
+34% +$1.82M 0.28% 74
2022
Q1 		$5.84M Sell
11,918
-108
-0.9% -$52.5K 0.22% 79
2021
Q4 		$6.23M Sell
12,026
-95
-0.8% -$48.3K 0.23% 74
2021
Q3 		$5.83M Sell
12,121
-50
-0.4% -$24.6K 0.24% 72
2021
Q2 		$5.98M Sell
12,171
-100
-0.8% -$49.3K 0.24% 74
2021
Q1 		$5.84M Sell
12,271
-12
-0.1% -$5.47K 0.26% 73
2020
Q4 		$5.16M Sell
12,283
-505
-4% -$195K 0.23% 75
2020
Q3 		$4.33M Hold
12,788
– – 0.21% 77
2020
Q2 		$4.15M Buy
12,788
+72
+0.6% +$21.8K 0.22% 77
2020
Q1 		$3.34M Buy
12,716
+6,950
+121% +$2.36M 0.21% 78
2019
Q4 		$2.16M Buy
5,766
+505
+10% +$183K 0.12% 105
2019
Q3 		$1.85M Sell
5,261
-7
-0.1% -$2.45K 0.11% 113
2019
Q2 		$1.87M Sell
5,268
-60
-1% -$21K 0.11% 113
2019
Q1 		$1.84M Buy
5,328
+237
+5% +$79.7K 0.11% 116
2018
Q4 		$1.54M Sell
5,091
-100
-2% -$33.3K 0.11% 120
2018
Q3 		$1.91M Buy
5,191
+20
+0.4% +$7.33K 0.11% 127
2018
Q2 		$1.84M Buy
5,171
+1,015
+24% +$357K 0.12% 125
2018
Q1 		$1.42M Buy
4,156
+278
+7% +$96.7K 0.1% 144
2017
Q4 		$1.34M Hold
3,878
– – 0.09% 153
2017
Q3 		$1.27M Sell
3,878
-25
-0.6% -$7.95K 0.09% 157
2017
Q2 		$1.24M Sell
3,903
-50
-1% -$15.7K 0.09% 163
2017
Q1 		$1.24M Sell
3,953
-50
-1% -$15.5K 0.09% 168
2016
Q4 		$1.21M Sell
4,003
-156
-4% -$45.1K 0.1% 173
2016
Q3 		$1.17M Sell
4,159
-40
-1% -$11.3K 0.1% 171
2016
Q2 		$1.14M Buy
4,199
+2,495
+146% +$667K 0.09% 170
2016
Q1 		$448K Sell
1,704
-135
-7% -$32.9K 0.07% 143
2015
Q4 		$467K Buy
1,839
+435
+31% +$113K 0.07% 145
2015
Q3 		$349K Sell
1,404
-25
-2% -$6.62K 0.05% 175
2015
Q2 		$390K Sell
1,429
-20
-1% -$5.56K 0.05% 173
2015
Q1 		$402K Sell
1,449
-75
-5% -$20.2K 0.05% 171
2014
Q4 		$402K Sell
1,524
-140
-8% -$35.8K 0.05% 169
2014
Q3 		$415K Sell
1,664
-140
-8% -$35.9K 0.05% 167
2014
Q2 		$470K Sell
1,804
-220
-11% -$55.1K 0.06% 163
2014
Q1 		$507K Hold
2,024
– – 0.07% 160
2013
Q4 		$494K Hold
2,024
– – 0.07% 161
2013
Q3 		$458K Hold
2,024
– – 0.07% 162
2013
Q2 		$425K Buy
+2,024
New +$428K 0.07% 167

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boston Financial Management's MDY Position: Q4 2024 in Review

Boston Financial Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.1% in Q4 2024, buying an estimated $195K and bringing the position to 16,512 shares worth $9.4M. The position accounts for 0.28% of the portfolio, ranked #73.

Boston Financial Management first reported a position in MDY in Q2 2013 and has held it in 47 quarters since. 1,403 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

  • Boston Financial Management held 16,512 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $9.4M as of Q4 2024.
  • Boston Financial Management bought 332 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $195K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.28% of Boston Financial Management's portfolio in Q4 2024, its #73 holding.
  • Boston Financial Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 47 quarters since.
  • 1,403 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.