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

Freedom Investment 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
2023
Q1 		– Sell
-503
Closed -$223K – 756
2022
Q4 		$223K Buy
+503
New +$222K 0.03% 638
2019
Q3 		– Sell
-615
Closed -$218K – 725
2019
Q2 		$218K Sell
615
-326,477
-100% -$114M 0.02% 612
2019
Q1 		$113M Sell
327,092
-138,691
-30% -$46.7M 9.06% 1
2018
Q4 		$141M Buy
465,783
+464,830
+48,775% +$155M 10.96% 1
2018
Q3 		$354K Sell
953
-32
-3% -$11.7K 0.02% 656
2018
Q2 		$350K Sell
985
-560,866
-100% -$197M 0.02% 696
2018
Q1 		$192M Sell
561,851
-38,602
-6% -$13.4M 9.8% 1
2017
Q4 		$207M Buy
600,453
+598,953
+39,930% +$202M 10.6% 1
2017
Q3 		$489K Sell
1,500
-339
-18% -$108K 0.03% 603
2017
Q2 		$584K Sell
1,839
-757,482
-100% -$238M 0.03% 505
2017
Q1 		$237M Sell
759,321
-17,551
-2% -$5.45M 13.8% 1
2016
Q4 		$234M Buy
776,872
+775,731
+67,987% +$224M 14.71% 1
2016
Q3 		$322K Sell
1,141
-551
-33% -$155K 0.02% 602
2016
Q2 		$461K Sell
1,692
-791,202
-100% -$211M 0.03% 437
2016
Q1 		$208M Sell
792,894
-17,564
-2% -$4.28M 15.08% 1
2015
Q4 		$206M Buy
810,458
+796,632
+5,762% +$207M 15.62% 1
2015
Q3 		$822K Buy
13,826
+12,264
+785% +$3.25M 0.08% 202
2015
Q2 		$427K Sell
1,562
-372,327
-100% -$104M 0.04% 389
2015
Q1 		$104M Buy
373,889
+58,339
+18% +$15.7M 11.43% 1
2014
Q4 		$83.3M Buy
+315,550
New +$80.8M 10.81% 1
2014
Q2 		– Sell
-265,096
Closed -$66.4M – 509
2014
Q1 		$66.4M Buy
265,096
+32,446
+14% +$7.95M 14.19% 1
2013
Q4 		$56.8M Buy
232,650
+231,744
+25,579% +$54.5M 14.11% 1
2013
Q3 		$205K Sell
906
-260
-22% -$57.8K 0.06% 324
2013
Q2 		$245K Buy
+1,166
New +$247K 0.08% 231

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Freedom Investment Management's MDY Position: Q1 2023 in Review

Freedom Investment Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2023, closing a stake of 503 shares — an estimated $223K sold.

Freedom Investment Management first reported a position in MDY in Q2 2013 and held it in 24 quarters. The position peaked at $237M in Q1 2017. 1,137 funds tracked by Wall St. Rank hold MDY as of Q1 2023.

  • Freedom Investment Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 503 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2023, an estimated $223K.
  • Freedom Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 24 quarters.
  • Freedom Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $237M in Q1 2017.
  • 1,137 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.