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

Gunn & Company 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
2024 Q3	$285K	Sell	500 -6,124	-92%	-$3.37M	0.2%	53
2024 Q2	$3.54M	Buy	6,624 +6,124	+1,225%	+$3.29M	0.21%	50
2024 Q1	$278K	Sell	500 -362	-42%	-$188K	0.21%	52
2023 Q4	$437K	Buy	862 +362	+72%	+$168K	0.03%	81
2023 Q3	$228K	Buy	+500	New	+$240K	0.2%	53

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

Goldman Sachs New York $871B AUM 31.28% 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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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 $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gunn & Company Investment Management's MDY Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 92% in Q3 2024, selling an estimated $3.37M and leaving 500 shares worth $285K. The position accounts for 0.2% of the portfolio, ranked #53.

Gunn & Company Investment Management first reported a position in MDY in Q3 2023 and has held it in 5 quarters since. The position peaked at $3.54M in Q2 2024. 1,314 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

Gunn & Company Investment Management held 500 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $285K as of Q3 2024.
Gunn & Company Investment Management sold 6,124 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2024, an estimated $3.37M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.2% of Gunn & Company Investment Management's portfolio in Q3 2024, its #53 holding.
Gunn & Company Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2023 and has held it in 5 quarters since.
Gunn & Company Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.54M in Q2 2024.
1,314 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.