Brookmont Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Brookmont Capital 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 Q2	–	Sell	-420	Closed	-$234K	–	55
2024 Q1	$234K	Hold	420	–	–	0.12%	47
2023 Q4	$213K	Buy	+420	New	+$195K	0.12%	48
2023 Q3	–	Sell	-420	Closed	-$201K	–	50
2023 Q2	$201K	Buy	+420	New	+$191K	0.12%	49
2022 Q2	–	Sell	-420	Closed	-$206K	–	52
2022 Q1	$206K	Hold	420	–	–	0.12%	55
2021 Q4	$217K	Hold	420	–	–	0.11%	56
2021 Q3	$202K	Hold	420	–	–	0.12%	56
2021 Q2	$206K	Hold	420	–	–	0.12%	53
2021 Q1	$200K	Buy	+420	New	+$192K	0.13%	52
2018 Q3	–	Sell	-890	Closed	-$316K	–	71
2018 Q2	$316K	Hold	890	–	–	0.2%	59
2018 Q1	$304K	Hold	890	–	–	0.2%	57
2017 Q4	$307K	Hold	890	–	–	0.13%	58
2017 Q3	$290K	Buy	890 +200	+29%	+$63.6K	0.16%	58
2017 Q2	$219K	Sell	690 -200	-22%	-$63K	0.08%	55
2017 Q1	$278K	Hold	890	–	–	0.1%	53
2016 Q4	$269K	Hold	890	–	–	0.11%	48
2016 Q3	$251K	Hold	890	–	–	0.09%	50
2016 Q2	$242K	Hold	890	–	–	0.09%	51
2016 Q1	$234K	Hold	890	–	–	0.08%	52
2015 Q4	$226K	Hold	890	–	–	0.06%	56
2015 Q3	$222K	Hold	890	–	–	0.06%	56
2015 Q2	$243K	Hold	890	–	–	0.06%	58
2015 Q1	$247K	Hold	890	–	–	0.06%	59
2014 Q4	$235K	Hold	890	–	–	0.07%	58
2014 Q3	$222K	Hold	890	–	–	0.06%	44
2014 Q2	$232K	Hold	890	–	–	0.06%	42
2014 Q1	$223K	Hold	890	–	–	0.06%	42
2013 Q4	$217K	Hold	890	–	–	0.06%	42
2013 Q3	$201K	Buy	+890	New	+$198K	0.07%	43

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookmont Capital Management's MDY Position: Q2 2024 in Review

Brookmont Capital Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 420 shares — an estimated $234K sold.

Brookmont Capital Management first reported a position in MDY in Q3 2013 and held it in 28 quarters. The position peaked at $316K in Q2 2018. 1,288 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

Brookmont Capital Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
Brookmont Capital Management sold 420 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $234K.
Brookmont Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2013 and held it in 28 quarters.
Brookmont Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $316K in Q2 2018.
1,288 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on Brookmont Capital Management's 13F filing for Q2 2024, filed 17 Jul 2024.