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

Encompass Wealth 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 Q4	–	Sell	-1,160	Closed	-$661K	–	120
2024 Q3	$661K	Hold	1,160	–	–	0.17%	122
2024 Q2	$621K	Hold	1,160	–	–	0.16%	115
2024 Q1	$645K	Hold	1,160	–	–	0.17%	121
2023 Q4	$589K	Hold	1,160	–	–	0.18%	109
2023 Q3	$530K	Hold	1,160	–	–	0.18%	108
2023 Q2	$556K	Hold	1,160	–	–	0.18%	101
2023 Q1	$532K	Hold	1,160	–	–	0.18%	101
2022 Q4	$514K	Hold	1,160	–	–	0.19%	99
2022 Q3	$466K	Hold	1,160	–	–	0.18%	105
2022 Q2	$480K	Hold	1,160	–	–	0.17%	108
2022 Q1	$569K	Hold	1,160	–	–	0.14%	117
2021 Q4	$601K	Hold	1,160	–	–	0.15%	115
2021 Q3	$557K	Sell	1,160 -1,210	-51%	-$594K	0.15%	114
2021 Q2	$1.16M	Hold	2,370	–	–	0.29%	73
2021 Q1	$1.18M	Hold	2,370	–	–	0.3%	68
2020 Q4	$995K	Buy	+2,370	New	+$913K	0.57%	41

Other funds holding MDY

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Encompass Wealth Advisors's MDY Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2024, closing a stake of 1,160 shares — an estimated $661K sold.

Encompass Wealth Advisors first reported a position in MDY in Q4 2020 and held it in 16 quarters. The position peaked at $1.18M in Q1 2021. 1,407 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

Encompass Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 1,160 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $661K.
Encompass Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 16 quarters.
Encompass Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.18M in Q1 2021.
1,407 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.