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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Echo Wealth Management's MDY Position: Q4 2023 in Review

Echo Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2023, closing a stake of 443 shares — an estimated $202K sold.

Echo Wealth Management first reported a position in MDY in Q4 2020 and held it in 12 quarters. The position peaked at $280K in Q4 2021. 1,233 funds tracked by Wall St. Rank hold MDY as of Q4 2023.

Echo Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2023 after selling out during the quarter.
Echo Wealth Management sold 443 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2023, an estimated $202K.
Echo Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 12 quarters.
Echo Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $280K in Q4 2021.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2023.

Based on Echo Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.