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Criterion Capital Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Criterion Capital Advisors’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
Q4 		$61K Hold
114
– – 0.04% 117
2024
Q3 		$61K Hold
114
– – 0.04% 117
2024
Q2 		$61K Hold
114
– – 0.04% 117
2024
Q1 		$63.4K Hold
114
– – 0.04% 116
2023
Q4 		$57.8K Buy
+114
New +$52.9K 0.04% 129

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Criterion Capital Advisors's MDY Position: Q4 2024 in Review

Criterion Capital Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q4 2024 at 114 shares worth $61K. The position accounts for 0.04% of the portfolio, ranked #117.

Criterion Capital Advisors first reported a position in MDY in Q4 2023 and has held it in 5 quarters since. The position peaked at $63.4K in Q1 2024. 1,402 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

  • Criterion Capital Advisors held 114 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $61K as of Q4 2024.
  • Criterion Capital Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q4 2024.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Criterion Capital Advisors's portfolio in Q4 2024, its #117 holding.
  • Criterion Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $63.4K in Q1 2024.
  • 1,402 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.