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

Financial Insights’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	-414	Closed	-$230K	–	157
2024 Q1	$230K	Hold	414	–	–	0.06%	153
2023 Q4	$210K	Buy	+414	New	+$192K	0.07%	151
2022 Q2	–	Sell	-414	Closed	-$203K	–	88
2022 Q1	$203K	Hold	414	–	–	0.19%	83
2021 Q4	$214K	Buy	+414	New	+$211K	0.18%	80
2021 Q3	–	Sell	-414	Closed	-$2.03M	–	168
2021 Q2	$2.03M	Buy	+414	New	+$204K	0.17%	80
2020 Q3	–	Sell	-13,318	Closed	-$134	–	80
2020 Q2	$134	Buy	+13,318	New	+$4.04M	0.12%	80

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

Financial Insights's MDY Position: Q2 2024 in Review

Financial Insights sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 414 shares — an estimated $230K sold.

Financial Insights first reported a position in MDY in Q2 2020 and held it in 6 quarters. The position peaked at $2.03M in Q2 2021. 1,287 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

Financial Insights reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
Financial Insights sold 414 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $230K.
Financial Insights first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2020 and held it in 6 quarters.
Financial Insights's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.03M in Q2 2021.
1,287 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on Financial Insights's 13F filing for Q2 2024, filed 16 Jul 2024.