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Eagle Ridge Investment Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Eagle Ridge Investment 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
Q2 		– Sell
-402
Closed -$224K – 143
2024
Q1 		$224K Buy
+402
New +$208K 0.02% 140

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Eagle Ridge Investment Management's MDY Position: Q2 2024 in Review

Eagle Ridge Investment Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 402 shares — an estimated $224K sold.

Eagle Ridge Investment Management first reported a position in MDY in Q1 2024 and held it in 1 quarter. The position peaked at $224K in Q1 2024. 1,287 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

  • Eagle Ridge Investment Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 402 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $224K.
  • Eagle Ridge Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and held it in 1 quarter.
  • Eagle Ridge Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $224K in Q1 2024.
  • 1,287 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2024, filed 24 Jul 2024.