Edmonds Duncan Registered Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Edmonds Duncan Registered Investment Advisors’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 Q3	$300K	Hold	526	–	–	0.07%	90
2024 Q2	$281K	Hold	526	–	–	0.07%	104
2024 Q1	$293K	Hold	526	–	–	0.07%	112
2023 Q4	$267K	Hold	526	–	–	0.07%	106
2023 Q3	$240K	Hold	526	–	–	0.07%	117
2023 Q2	$252K	Hold	526	–	–	0.08%	108
2023 Q1	$241K	Hold	526	–	–	0.07%	114
2022 Q4	$233K	Hold	526	–	–	0.08%	115
2022 Q3	$211K	Hold	526	–	–	0.07%	110
2022 Q2	$217K	Hold	526	–	–	0.07%	109
2022 Q1	$258K	Hold	526	–	–	0.08%	117
2021 Q4	$257K	Hold	526	–	–	0.07%	113
2021 Q3	$253K	Hold	526	–	–	0.08%	120
2021 Q2	$258K	Hold	526	–	–	0.08%	113
2021 Q1	$250K	Hold	526	–	–	0.08%	109
2020 Q4	$240K	Buy	+526	New	+$203K	0.08%	110
2018 Q4	–	Sell	-626	Closed	-$230K	–	119
2018 Q3	$230K	Sell	626 -66	-10%	-$24.2K	0.09%	103
2018 Q2	$246K	Hold	692	–	–	0.11%	99
2018 Q1	$236K	Hold	692	–	–	0.11%	98
2017 Q4	$239K	Hold	692	–	–	0.11%	96
2017 Q3	$231K	Hold	692	–	–	0.11%	94
2017 Q2	$220K	Hold	692	–	–	0.13%	89
2017 Q1	$220K	Hold	692	–	–	0.12%	90
2016 Q4	$209K	Buy	+692	New	+$200K	0.12%	87

Other funds holding MDY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's MDY Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2024 at 526 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #90.

Edmonds Duncan Registered Investment Advisors first reported a position in MDY in Q4 2016 and has held it in 24 quarters since. 1,314 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 526 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $300K as of Q3 2024.
Edmonds Duncan Registered Investment Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2024.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #90 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 24 quarters since.
1,314 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.