Coppell Advisory Solutions’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-14	Closed	-$7.96K	–	1231
2024 Q4	$7.96K	Hold	14	–	–	﹤0.01%	1188
2024 Q3	$7.97K	Hold	14	–	–	﹤0.01%	1143
2024 Q2	$7.49K	Buy	+14	New	+$7.53K	﹤0.01%	1097

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Coppell Advisory Solutions's MDY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 14 shares — an estimated $7.96K sold.

Coppell Advisory Solutions first reported a position in MDY in Q2 2024 and held it in 3 quarters. The position peaked at $7.97K in Q3 2024. 1,361 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Coppell Advisory Solutions reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 14 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $7.96K.
Coppell Advisory Solutions first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and held it in 3 quarters.
Coppell Advisory Solutions's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.97K in Q3 2024.
1,361 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.