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

Ehrlich Financial 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 		– Sell
-2,216
Closed -$1.26M – 117
2024
Q3 		$1.26M Buy
+2,216
New +$1.22M 0.9% 28

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

Ehrlich Financial Group's MDY Position: Q4 2024 in Review

Ehrlich Financial Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2024, closing a stake of 2,216 shares — an estimated $1.26M sold.

Ehrlich Financial Group first reported a position in MDY in Q3 2024 and held it in 1 quarter. The position peaked at $1.26M in Q3 2024. 1,402 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

  • Ehrlich Financial Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2024 after selling out during the quarter.
  • Ehrlich Financial Group sold 2,216 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $1.26M.
  • Ehrlich Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and held it in 1 quarter.
  • Ehrlich Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.26M in Q3 2024.
  • 1,402 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Ehrlich Financial Group's 13F filing for Q4 2024, filed 13 Jan 2025.