BW Gestao de Investimentos’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

BW Gestao de Investimentos’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	-221,400	Closed	-$126M	–	138
2024 Q4	$126M	Buy	+221,400	New	+$130M	4.02%	5
2024 Q3	–	Sell	-28,645	Closed	-$15.3M	–	90
2024 Q2	$15.3M	Buy	+28,645	New	+$15.4M	0.85%	34
2022 Q4	–	Sell	-15,000	Closed	-$6.03M	–	68
2022 Q3	$6.03M	Buy	+15,000	New	+$6.63M	1.41%	31

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

BW Gestao de Investimentos's MDY Position: Q1 2025 in Review

BW Gestao de Investimentos sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 221,400 shares — an estimated $126M sold.

BW Gestao de Investimentos first reported a position in MDY in Q3 2022 and held it in 3 quarters. The position peaked at $126M in Q4 2024. 1,361 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

BW Gestao de Investimentos reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
BW Gestao de Investimentos sold 221,400 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $126M.
BW Gestao de Investimentos first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and held it in 3 quarters.
BW Gestao de Investimentos's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $126M in Q4 2024.
1,361 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on BW Gestao de Investimentos's 13F filing for Q1 2025, filed 15 May 2025.