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

CIC Wealth’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
Q3 		$1.44M Buy
2,530
+96
+4% +$52.9K 0.37% 60
2024
Q2 		$1.3M Sell
2,434
-5
-0.2% -$2.69K 0.36% 62
2024
Q1 		$1.36M Hold
2,439
– – 0.39% 61
2023
Q4 		$1.24M Buy
2,439
+3
+0.1% +$1.39K 0.39% 55
2023
Q3 		$1.11M Sell
2,436
-31
-1% -$14.9K 0.4% 55
2023
Q2 		$1.18M Sell
2,467
-25
-1% -$11.4K 0.41% 53
2023
Q1 		$1.14M Sell
2,492
-84
-3% -$39.2K 0.43% 54
2022
Q4 		$1.14M Buy
+2,576
New +$1.14M 0.47% 54

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIC Wealth's MDY Position: Q3 2024 in Review

CIC Wealth increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.9% in Q3 2024, buying an estimated $52.9K and bringing the position to 2,530 shares worth $1.44M. The position accounts for 0.37% of the portfolio, ranked #60.

CIC Wealth first reported a position in MDY in Q4 2022 and has held it in 8 quarters since. 1,316 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

  • CIC Wealth held 2,530 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.44M as of Q3 2024.
  • CIC Wealth bought 96 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2024, an estimated $52.9K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.37% of CIC Wealth's portfolio in Q3 2024, its #60 holding.
  • CIC Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 8 quarters since.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.