GGM Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

GGM Wealth Advisors’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 Q4	–	Sell	-541	Closed	-$308K	–	150
2024 Q3	$308K	Hold	541	–	–	0.13%	111
2024 Q2	$289K	Buy	541 +1	+0.2%	+$538	0.13%	109
2024 Q1	$297K	Sell	540 -190	-26%	-$98.4K	0.14%	105
2023 Q4	$368K	Buy	730 +1	+0.1%	+$464	0.15%	96
2023 Q3	$333K	Buy	729 +1	+0.1%	+$479	0.14%	97
2023 Q2	$354K	Buy	+728	New	+$331K	0.14%	95
2023 Q1	–	Sell	-727	Closed	-$330K	–	103
2022 Q4	$330K	Buy	727 +1	+0.1%	+$442	0.17%	94
2022 Q3	$315K	Buy	726 +240	+49%	+$106K	0.17%	100
2022 Q2	$202K	Hold	486	–	–	0.11%	127
2022 Q1	$237K	Buy	+486	New	+$236K	0.12%	125

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

Goldman Sachs New York $871B AUM 31.28% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GGM Wealth Advisors's MDY Position: Q4 2024 in Review

GGM Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2024, closing a stake of 541 shares — an estimated $308K sold.

GGM Wealth Advisors first reported a position in MDY in Q1 2022 and held it in 10 quarters. The position peaked at $368K in Q4 2023. 1,403 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

GGM Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2024 after selling out during the quarter.
GGM Wealth Advisors sold 541 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $308K.
GGM Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and held it in 10 quarters.
GGM Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $368K in Q4 2023.
1,403 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on GGM Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.