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

Cassady Schiller 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
2024
Q4 		$181K Sell
317
-244
-43% -$143K 0.07% 124
2024
Q3 		$320K Hold
561
– – 0.12% 88
2024
Q2 		$300K Hold
561
– – 0.12% 86
2024
Q1 		$312K Hold
561
– – 0.14% 86
2023
Q4 		$285K Hold
561
– – 0.14% 82
2023
Q3 		$256K Buy
+561
New +$269K 0.14% 82

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

Cassady Schiller Wealth Management's MDY Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 43% in Q4 2024, selling an estimated $143K and leaving 317 shares worth $181K. The position accounts for 0.07% of the portfolio, ranked #124.

Cassady Schiller Wealth Management first reported a position in MDY in Q3 2023 and has held it in 6 quarters since. The position peaked at $320K in Q3 2024. 1,402 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

  • Cassady Schiller Wealth Management held 317 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $181K as of Q4 2024.
  • Cassady Schiller Wealth Management sold 244 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $143K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #124 holding.
  • Cassady Schiller Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2023 and has held it in 6 quarters since.
  • Cassady Schiller Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $320K in Q3 2024.
  • 1,402 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.