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

Global Trust Asset 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
2024 Q3	–	Sell	-56	Closed	-$30K	–	500
2024 Q2	$30K	Hold	56	–	–	0.01%	291
2024 Q1	$31.2K	Hold	56	–	–	0.01%	290
2023 Q4	$28.4K	Hold	56	–	–	0.01%	280
2023 Q3	$25.6K	Hold	56	–	–	0.01%	281
2023 Q2	$26.8K	Hold	56	–	–	0.01%	274
2023 Q1	$25.7K	Hold	56	–	–	0.01%	263
2022 Q4	$24.8K	Sell	56 -56	-50%	-$24.8K	0.01%	259
2022 Q3	$45K	Hold	112	–	–	0.02%	221
2022 Q2	$46K	Hold	112	–	–	0.02%	233
2022 Q1	$55K	Hold	112	–	–	0.02%	265
2021 Q4	$58K	Buy	+112	New	+$57K	0.02%	249
2021 Q1	–	Sell	-112	Closed	-$47K	–	414
2020 Q4	$47K	Hold	112	–	–	0.03%	230
2020 Q3	$38K	Hold	112	–	–	0.02%	209
2020 Q2	$36K	Hold	112	–	–	0.03%	198
2020 Q1	$30K	Hold	112	–	–	0.02%	217
2019 Q4	$42K	Hold	112	–	–	0.03%	230
2019 Q3	$39K	Hold	112	–	–	0.03%	207
2019 Q2	$40K	Hold	112	–	–	0.03%	228
2019 Q1	$39K	Hold	112	–	–	0.03%	221
2018 Q4	$34K	Hold	112	–	–	0.03%	205
2018 Q3	$41K	Hold	112	–	–	0.03%	222
2018 Q2	$40K	Hold	112	–	–	0.03%	217
2018 Q1	$38K	Hold	112	–	–	0.03%	210
2017 Q4	$39K	Buy	+112	New	+$37.7K	0.03%	218

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Trust Asset Management's MDY Position: Q3 2024 in Review

Global Trust Asset Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2024, closing a stake of 56 shares — an estimated $30K sold.

Global Trust Asset Management first reported a position in MDY in Q4 2017 and held it in 24 quarters. The position peaked at $58K in Q4 2021. 1,316 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

Global Trust Asset Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2024 after selling out during the quarter.
Global Trust Asset Management sold 56 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2024, an estimated $30K.
Global Trust Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 24 quarters.
Global Trust Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $58K in Q4 2021.
1,316 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on Global Trust Asset Management's 13F filing for Q3 2024, filed 23 Oct 2024.