Guardian Capital Advisors (Canada)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Guardian Capital Advisors (Canada)’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 Q1	–	Sell	-460	Closed	-$231K	–	176
2023 Q4	$231K	Buy	+460	New	+$214K	0.02%	161
2023 Q2	–	Sell	-850	Closed	-$386K	–	169
2023 Q1	$386K	Sell	850 -3,585	-81%	-$1.67M	0.04%	121
2022 Q4	$2.08M	Sell	4,435 -2,925	-40%	-$1.29M	0.24%	79
2022 Q3	$3.02M	Buy	+7,360	New	+$3.25M	0.38%	66

Other funds holding MDY

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s MDY Position: Q1 2024 in Review

Guardian Capital Advisors (Canada) sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024, closing a stake of 460 shares — an estimated $231K sold.

Guardian Capital Advisors (Canada) first reported a position in MDY in Q3 2022 and held it in 4 quarters. The position peaked at $3.02M in Q3 2022. 1,297 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

Guardian Capital Advisors (Canada) reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2024 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 460 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $231K.
Guardian Capital Advisors (Canada) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and held it in 4 quarters.
Guardian Capital Advisors (Canada)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.02M in Q3 2022.
1,297 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q1 2024, filed 14 May 2024.