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Edge Capital Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Edge Capital Group’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 		$21.9M Sell
38,509
-424
-1% -$249K 0.98% 29
2024
Q3 		$22.2M Sell
38,933
-805
-2% -$444K 0.98% 28
2024
Q2 		$21.3M Sell
39,738
-1,625
-4% -$874K 1.03% 24
2024
Q1 		$23M Sell
41,363
-1,945
-4% -$1.01M 1.14% 19
2023
Q4 		$22M Sell
43,308
-7,026
-14% -$3.26M 1.22% 19
2023
Q3 		$23M Buy
50,334
+144
+0.3% +$69K 1.49% 15
2023
Q2 		$24M Buy
50,190
+2,300
+5% +$1.05M 1.38% 15
2023
Q1 		$22M Buy
47,890
+259
+0.5% +$121K 1.35% 14
2022
Q4 		$21.1M Buy
47,631
+46,606
+4,547% +$20.6M 1.47% 13
2022
Q3 		$412K Hold
1,025
– – 0.03% 195
2022
Q2 		$424K Sell
1,025
-325
-24% -$147K 0.04% 204
2022
Q1 		$662K Sell
1,350
-15,856
-92% -$7.71M 0.05% 179
2021
Q4 		$8.91M Buy
17,206
+3,049
+22% +$1.55M 0.63% 36
2021
Q3 		$6.81M Hold
14,157
– – 0.54% 45
2021
Q2 		$6.95M Sell
14,157
-1,140
-7% -$562K 0.56% 41
2021
Q1 		$7.28M Buy
15,297
+3,592
+31% +$1.64M 0.61% 39
2020
Q4 		$4.92M Buy
+11,705
New +$4.51M 0.41% 58

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Edge Capital Group's MDY Position: Q4 2024 in Review

Edge Capital Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.1% in Q4 2024, selling an estimated $249K and leaving 38,509 shares worth $21.9M. The position accounts for 0.98% of the portfolio, ranked #29.

Edge Capital Group first reported a position in MDY in Q4 2020 and has held it in 17 quarters since. The position peaked at $24M in Q2 2023. 1,402 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

  • Edge Capital Group held 38,509 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $21.9M as of Q4 2024.
  • Edge Capital Group sold 424 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $249K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.98% of Edge Capital Group's portfolio in Q4 2024, its #29 holding.
  • Edge Capital Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 17 quarters since.
  • Edge Capital Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $24M in Q2 2023.
  • 1,402 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.