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

Brown Miller 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
2025 Q1	–	Sell	-422	Closed	-$240K	–	182
2024 Q4	$240K	Hold	422	–	–	0.09%	112
2024 Q3	$240K	Hold	422	–	–	0.09%	114
2024 Q2	$226K	Hold	422	–	–	0.09%	118
2024 Q1	$235K	Hold	422	–	–	0.1%	114
2023 Q4	$214K	Buy	+422	New	+$196K	0.11%	118
2023 Q3	–	Sell	-422	Closed	-$202K	–	123
2023 Q2	$202K	Buy	+422	New	+$192K	0.11%	120
2022 Q2	–	Sell	-422	Closed	-$207K	–	121
2022 Q1	$207K	Hold	422	–	–	0.12%	114
2021 Q4	$218K	Hold	422	–	–	0.12%	112
2021 Q3	$202K	Hold	422	–	–	0.13%	117
2021 Q2	$207K	Hold	422	–	–	0.13%	114
2021 Q1	$201K	Buy	+422	New	+$192K	0.14%	113

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brown Miller Wealth Management's MDY Position: Q1 2025 in Review

Brown Miller Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 422 shares — an estimated $240K sold.

Brown Miller Wealth Management first reported a position in MDY in Q1 2021 and held it in 11 quarters. The position peaked at $240K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Brown Miller Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
Brown Miller Wealth Management sold 422 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $240K.
Brown Miller Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and held it in 11 quarters.
Brown Miller Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $240K in Q3 2024.
1,362 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Brown Miller Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.