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

EnRich Financial Partners’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
2025
Q1 		– Sell
-180
Closed -$103K – 156
2024
Q4 		$103K Hold
180
– – 0.03% 74
2024
Q3 		$103K Hold
180
– – 0.03% 73
2024
Q2 		$96.3K Hold
180
– – 0.04% 74
2024
Q1 		$100K Buy
+180
New +$93.2K 0.04% 69

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EnRich Financial Partners's MDY Position: Q1 2025 in Review

EnRich Financial Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 180 shares — an estimated $103K sold.

EnRich Financial Partners first reported a position in MDY in Q1 2024 and held it in 4 quarters. The position peaked at $103K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

  • EnRich Financial Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 180 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $103K.
  • EnRich Financial Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $103K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.