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

Financial Services Advisory’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 Q3	–	Sell	-1,542	Closed	-$825K	–	60
2024 Q2	$825K	Sell	1,542 -1,352	-47%	-$727K	0.23%	42
2024 Q1	$1.61M	Hold	2,894	–	–	0.4%	33
2023 Q4	$1.47M	Buy	+2,894	New	+$1.34M	0.42%	36
2021 Q3	–	Sell	-534	Closed	-$262K	–	53
2021 Q2	$262K	Sell	534 -13,683	-96%	-$6.75M	0.11%	41
2021 Q1	$6.77M	Sell	14,217 -17,286	-55%	-$7.88M	3.07%	10
2020 Q4	$13.2M	Buy	31,503 +381	+1%	+$147K	5.1%	10
2020 Q3	$10.5M	Sell	31,122 -5,918	-16%	-$2.02M	7.61%	6
2020 Q2	$12M	Buy	+37,040	New	+$11.2M	6.1%	8

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

Goldman Sachs New York $871B AUM 31.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Financial Services Advisory's MDY Position: Q3 2024 in Review

Financial Services Advisory sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2024, closing a stake of 1,542 shares — an estimated $825K sold.

Financial Services Advisory first reported a position in MDY in Q2 2020 and held it in 8 quarters. The position peaked at $13.2M in Q4 2020. 1,313 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

Financial Services Advisory reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2024 after selling out during the quarter.
Financial Services Advisory sold 1,542 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2024, an estimated $825K.
Financial Services Advisory first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2020 and held it in 8 quarters.
Financial Services Advisory's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $13.2M in Q4 2020.
1,313 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on Financial Services Advisory's 13F filing for Q3 2024, filed 31 Oct 2024.