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Cape Investment Advisory’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Cape Investment Advisory’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
2023
Q4 		– Sell
-32
Closed -$14.6K – 1185
2023
Q3 		$14.6K Hold
32
– – 0.01% 499
2023
Q2 		$15.3K Hold
32
– – 0.01% 480
2023
Q1 		$14.7K Buy
+32
New +$14.9K 0.01% 474

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cape Investment Advisory's MDY Position: Q4 2023 in Review

Cape Investment Advisory sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2023, closing a stake of 32 shares — an estimated $14.6K sold.

Cape Investment Advisory first reported a position in MDY in Q1 2023 and held it in 3 quarters. The position peaked at $15.3K in Q2 2023. 1,233 funds tracked by Wall St. Rank hold MDY as of Q4 2023.

  • Cape Investment Advisory reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 32 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2023, an estimated $14.6K.
  • Cape Investment Advisory first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and held it in 3 quarters.
  • Cape Investment Advisory's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $15.3K in Q2 2023.
  • 1,233 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.