Financial Gravity Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Financial Gravity Asset 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
2025 Q1	$11.1K	Buy	+180	New	+$102K	﹤0.01%	579
2024 Q2	–	Sell	-32	Closed	-$16.2K	–	1654
2024 Q1	$16.2K	Hold	32	–	–	﹤0.01%	403
2023 Q4	$16.2K	Buy	+32	New	+$14.9K	﹤0.01%	411
2019 Q4	–	Sell	-58	Closed	-$20K	–	1589
2019 Q3	$20K	Sell	58 -1,953	-97%	-$684K	0.02%	451
2019 Q2	$713K	Sell	2,011 -573	-22%	-$200K	0.59%	46
2019 Q1	$904K	Buy	+2,584	New	+$869K	0.73%	34
2018 Q3	–	Sell	-82	Closed	-$30K	–	1523
2018 Q2	$30K	Sell	82 -21,289	-100%	-$7.48M	0.03%	422
2018 Q1	$7.29M	Buy	+21,371	New	+$7.44M	7.46%	1

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Gravity Asset Management's MDY Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025: 180 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in MDY as recently as Q1 2024.

Financial Gravity Asset Management first reported a position in MDY in Q1 2018 and has held it in 8 quarters since. The position peaked at $7.29M in Q1 2018. 1,361 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Financial Gravity Asset Management held 180 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11.1K as of Q1 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Financial Gravity Asset Management position in Q1 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #579 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.29M in Q1 2018.
1,361 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.