DT Investment Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

DT Investment Partners’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	–	Sell	-1,002	Closed	-$571K	–	597
2024 Q3	$571K	Hold	1,002	–	–	0.05%	107
2024 Q2	$536K	Hold	1,002	–	–	0.05%	105
2024 Q1	$558K	Hold	1,002	–	–	0.06%	95
2023 Q4	$509K	Hold	1,002	–	–	0.06%	100
2023 Q3	$458K	Hold	1,002	–	–	0.06%	94
2023 Q2	$498K	Buy	+1,002	New	+$456K	0.06%	102

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DT Investment Partners's MDY Position: Q4 2024 in Review

DT Investment Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2024, closing a stake of 1,002 shares — an estimated $571K sold.

DT Investment Partners first reported a position in MDY in Q2 2023 and held it in 6 quarters. The position peaked at $571K in Q3 2024. 1,408 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

DT Investment Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2024 after selling out during the quarter.
DT Investment Partners sold 1,002 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $571K.
DT Investment Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and held it in 6 quarters.
DT Investment Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $571K in Q3 2024.
1,408 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on DT Investment Partners's 13F filing for Q4 2024, filed 30 Jan 2025.