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Charles D. Hyman’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Charles D. Hyman’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
Q2 		$41.3M Buy
77,241
+504
+0.7% +$271K 2.3% 11
2024
Q1 		$42.7M Buy
76,737
+1,039
+1% +$538K 2.36% 11
2023
Q4 		$38.4M Sell
75,698
-239
-0.3% -$111K 2.3% 11
2023
Q3 		$34.7M Buy
75,937
+370
+0.5% +$177K 2.26% 12
2023
Q2 		$36.2M Sell
75,567
-80
-0.1% -$36.4K 2.27% 13
2023
Q1 		$34.7M Buy
75,647
+85
+0.1% +$39.6K 2.31% 12
2022
Q4 		$33.5M Sell
75,562
-20
-0% -$8.84K 2.28% 12
2022
Q3 		$30.4M Buy
75,582
+365
+0.5% +$161K 2.33% 12
2022
Q2 		$31.1M Sell
75,217
-305
-0.4% -$138K 2.26% 10
2022
Q1 		$37M Sell
75,522
-116
-0.2% -$56.4K 2.34% 9
2021
Q4 		$39.2M Sell
75,638
-80
-0.1% -$40.7K 2.48% 10
2021
Q3 		$36.4M Buy
75,718
+1,720
+2% +$845K 2.55% 8
2021
Q2 		$36.3M Sell
73,998
-558
-0.7% -$275K 2.54% 7
2021
Q1 		$35.5M Buy
74,556
+1,027
+1% +$468K 2.6% 8
2020
Q4 		$30.9M Buy
73,529
+330
+0.5% +$127K 2.47% 8
2020
Q3 		$24.8M Sell
73,199
-371
-0.5% -$127K 2.19% 11
2020
Q2 		$23.9M Sell
73,570
-1,735
-2% -$526K 2.3% 10
2020
Q1 		$19.8M Sell
75,305
-5,465
-7% -$1.85M 2.49% 10
2019
Q4 		$30.3M Buy
80,770
+1,725
+2% +$623K 2.97% 4
2019
Q3 		$27.9M Buy
79,045
+560
+0.7% +$196K 2.91% 5
2019
Q2 		$27.8M Sell
78,485
-205
-0.3% -$71.6K 2.9% 6
2019
Q1 		$27.2M Buy
78,690
+1,723
+2% +$580K 2.79% 4
2018
Q4 		$23.3M Sell
76,967
-1,800
-2% -$599K 2.76% 5
2018
Q3 		$28.9M Buy
78,767
+3,765
+5% +$1.38M 3.01% 4
2018
Q2 		$26.6M Buy
75,002
+1,785
+2% +$628K 2.99% 5
2018
Q1 		$25M Buy
73,217
+2,300
+3% +$800K 2.88% 5
2017
Q4 		$24.5M Buy
70,917
+111
+0.2% +$37.4K 2.81% 4
2017
Q3 		$23.1M Sell
70,806
-2,000
-3% -$636K 2.87% 4
2017
Q2 		$23.1M Buy
72,806
+3,205
+5% +$1.01M 2.95% 3
2017
Q1 		$21.7M Buy
69,601
+3,410
+5% +$1.06M 2.88% 3
2016
Q4 		$20M Sell
66,191
-370
-0.6% -$107K 2.82% 3
2016
Q3 		$18.8M Buy
66,561
+30
+0% +$8.45K 2.79% 3
2016
Q2 		$18.1M Buy
66,531
+5,410
+9% +$1.45M 2.71% 4
2016
Q1 		$16.1M Buy
61,121
+440
+0.7% +$107K 2.54% 6
2015
Q4 		$15.4M Buy
60,681
+2,245
+4% +$584K 2.54% 6
2015
Q3 		$14.5M Sell
58,436
-100
-0.2% -$26.5K 2.55% 6
2015
Q2 		$16M Buy
58,536
+2,325
+4% +$646K 2.57% 4
2015
Q1 		$15.6M Sell
56,211
-40
-0.1% -$10.8K 2.5% 3
2014
Q4 		$14.8M Buy
56,251
+1,260
+2% +$323K 2.4% 9
2014
Q3 		$13.7M Buy
54,991
+1,855
+3% +$476K 2.29% 9
2014
Q2 		$13.8M Sell
53,136
-850
-2% -$213K 2.33% 9
2014
Q1 		$13.5M Sell
53,986
-300
-0.6% -$73.6K 2.44% 8
2013
Q4 		$13.3M Buy
54,286
+860
+2% +$202K 2.43% 9
2013
Q3 		$12.1M Sell
53,426
-609
-1% -$135K 2.4% 9
2013
Q2 		$11.4M Buy
+54,035
New +$11.4M 2.34% 10

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Charles D. Hyman's MDY Position: Q2 2024 in Review

Charles D. Hyman increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.66% in Q2 2024, buying an estimated $271K and bringing the position to 77,241 shares worth $41.3M. The position accounts for 2.3% of the portfolio, ranked #11.

Charles D. Hyman first reported a position in MDY in Q2 2013 and has held it in 45 quarters since. The position peaked at $42.7M in Q1 2024. 1,287 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

  • Charles D. Hyman held 77,241 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $41.3M as of Q2 2024.
  • Charles D. Hyman bought 504 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $271K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 2.3% of Charles D. Hyman's portfolio in Q2 2024, its #11 holding.
  • Charles D. Hyman first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 45 quarters since.
  • Charles D. Hyman's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $42.7M in Q1 2024.
  • 1,287 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.