CFM Wealth Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

CFM Wealth Partners’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 Q1	–	Sell	-629	Closed	-$319K	–	158
2023 Q4	$319K	Hold	629	–	–	0.07%	131
2023 Q3	$287K	Hold	629	–	–	0.08%	122
2023 Q2	$301K	Hold	629	–	–	0.07%	138
2023 Q1	$288K	Hold	629	–	–	0.08%	133
2022 Q4	$279K	Hold	629	–	–	0.08%	135
2022 Q3	$253K	Buy	+629	New	+$278K	0.08%	136

Other funds holding MDY

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

CFM Wealth Partners's MDY Position: Q1 2024 in Review

CFM Wealth Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024, closing a stake of 629 shares — an estimated $319K sold.

CFM Wealth Partners first reported a position in MDY in Q3 2022 and held it in 6 quarters. The position peaked at $319K in Q4 2023. 1,297 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

CFM Wealth Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2024 after selling out during the quarter.
CFM Wealth Partners sold 629 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $319K.
CFM Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and held it in 6 quarters.
CFM Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $319K in Q4 2023.
1,297 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2024.

Based on CFM Wealth Partners's 13F filing for Q1 2024, filed 15 Apr 2024.