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

Dogwood Wealth Management’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 		– Sell
-51
Closed -$27.3K – 601
2024
Q2 		$27.3K Buy
+51
New +$27.4K 0.02% 131

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dogwood Wealth Management's MDY Position: Q3 2024 in Review

Dogwood Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2024, closing a stake of 51 shares — an estimated $27.3K sold.

Dogwood Wealth Management first reported a position in MDY in Q2 2024 and held it in 1 quarter. The position peaked at $27.3K in Q2 2024. 1,313 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

  • Dogwood Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 51 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2024, an estimated $27.3K.
  • Dogwood Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and held it in 1 quarter.
  • Dogwood Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $27.3K in Q2 2024.
  • 1,313 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on Dogwood Wealth Management's 13F filing for Q3 2024, filed 28 Feb 2025.