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

EPG Wealth Management’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 Q2	–	Sell	-434	Closed	-$233K	–	248
2024 Q1	$242K	Buy	+434	New	+$225K	0.06%	237
2022 Q2	–	Sell	-409	Closed	-$200K	–	329
2022 Q1	$200K	Buy	+409	New	+$199K	0.07%	238
2020 Q2	–	Sell	-3,527	Closed	-$927K	–	518
2020 Q1	$927K	Sell	3,527 -203	-5%	-$68.8K	0.68%	36
2019 Q4	$1.4M	Buy	+3,730	New	+$1.35M	1.03%	24

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

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 $173B AUM 20.72% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

EPG Wealth Management's MDY Position: Q2 2024 in Review

EPG Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 434 shares — an estimated $233K sold.

EPG Wealth Management first reported a position in MDY in Q4 2019 and held it in 4 quarters. The position peaked at $1.4M in Q4 2019. 1,287 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

EPG Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 434 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $233K.
EPG Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and held it in 4 quarters.
EPG Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.4M in Q4 2019.
1,287 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.