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

FourThought Financial’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
2022
Q3 		$131K Hold
325
– – 0.02% 374
2022
Q2 		$134K Hold
325
– – 0.02% 372
2022
Q1 		$159K Buy
+325
New +$158K 0.02% 370

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FourThought Financial's MDY Position: Q3 2022 in Review

FourThought Financial held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2022 at 325 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #374.

FourThought Financial first reported a position in MDY in Q1 2022 and has held it in 3 quarters since. The position peaked at $159K in Q1 2022. 1,051 funds tracked by Wall St. Rank hold MDY as of Q3 2022.

  • FourThought Financial held 325 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $131K as of Q3 2022.
  • FourThought Financial left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2022.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #374 holding.
  • FourThought Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and has held it in 3 quarters since.
  • FourThought Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $159K in Q1 2022.
  • 1,051 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.