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

Echo 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
2023 Q4	–	Sell	-443	Closed	-$202K	–	43
2023 Q3	$202K	Hold	443	–	–	0.22%	38
2023 Q2	$218K	Hold	443	–	–	0.24%	39
2023 Q1	$203K	Hold	443	–	–	0.22%	40
2022 Q4	$208K	Sell	443 -79	-15%	-$34.9K	0.22%	40
2022 Q3	$222K	Sell	522 -30	-5%	-$13.3K	0.29%	40
2022 Q2	$234K	Hold	552	–	–	0.31%	42
2022 Q1	$264K	Hold	552	–	–	0.31%	44
2021 Q4	$280K	Hold	552	–	–	0.32%	43
2021 Q3	$270K	Hold	552	–	–	0.32%	44
2021 Q2	$267K	Hold	552	–	–	0.34%	45
2021 Q1	$263K	Hold	552	–	–	0.33%	47
2020 Q4	$232K	Buy	+552	New	+$213K	0.3%	46

Other funds holding MDY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Zurich, Switzerland $564B 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