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

Connectus 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 Q1	$1.04M	Sell	1,866 -1,564	-46%	-$810K	0.03%	229
2023 Q4	$1.74M	Sell	3,430 -4	-0.1%	-$1.86K	0.04%	283
2023 Q3	$1.57M	Buy	3,434 +741	+28%	+$355K	0.03%	283
2023 Q2	$1.29M	Sell	2,693 -16	-0.6%	-$7.29K	0.03%	261
2023 Q1	$1.24M	Sell	2,709 -5	-0.2%	-$2.33K	0.03%	268
2022 Q4	$1.2M	Hold	2,714	–	–	0.03%	269
2022 Q3	$1.09M	Buy	2,714 +700	+35%	+$309K	0.02%	326
2022 Q2	$833K	Buy	+2,014	New	+$909K	0.02%	290

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Connectus Wealth's MDY Position: Q1 2024 in Review

Connectus Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 46% in Q1 2024, selling an estimated $810K and leaving 1,866 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #229.

Connectus Wealth first reported a position in MDY in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.74M in Q4 2023. 1,294 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

Connectus Wealth held 1,866 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.04M as of Q1 2024.
Connectus Wealth sold 1,564 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $810K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Connectus Wealth's portfolio in Q1 2024, its #229 holding.
Connectus Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 8 quarters since.
Connectus Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.74M in Q4 2023.
1,294 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.