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GYL Financial Synergies’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

GYL Financial Synergies’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 		$19.1M Buy
33,450
+451
+1% +$248K 1.43% 12
2024
Q2 		$17.7M Sell
32,999
-95
-0.3% -$51.1K 1.36% 13
2024
Q1 		$18.4M Buy
33,094
+120
+0.4% +$62.2K 1.44% 12
2023
Q4 		$16.7M Buy
32,974
+215
+0.7% +$99.8K 1.38% 11
2023
Q3 		$15M Sell
32,759
-691
-2% -$331K 1.45% 11
2023
Q2 		$16M Buy
33,450
+405
+1% +$184K 1.46% 11
2023
Q1 		$15.1M Buy
33,045
+32,229
+3,950% +$15M 1.82% 9
2022
Q4 		$361K Buy
816
+66
+9% +$29.2K 0.08% 161
2022
Q3 		$301K Sell
750
-188
-20% -$83K 0.08% 153
2022
Q2 		$388K Buy
938
+1
+0.1% +$452 0.11% 122
2022
Q1 		$459K Sell
937
-416
-31% -$202K 0.11% 113
2021
Q4 		$700K Buy
1,353
+1
+0.1% +$509 0.19% 91
2021
Q3 		$650K Buy
1,352
+1
+0.1% +$491 0.33% 75
2021
Q2 		$663K Buy
1,351
+1
+0.1% +$493 0.34% 71
2021
Q1 		$643K Sell
1,350
-118
-8% -$53.8K 0.35% 66
2020
Q4 		$617K Buy
1,468
+14
+1% +$5.39K 0.36% 67
2020
Q3 		$493K Buy
1,454
+2
+0.1% +$683 0.32% 80
2020
Q2 		$471K Sell
1,452
-13,687
-90% -$4.15M 0.34% 72
2020
Q1 		$3.98M Sell
15,139
-1,271
-8% -$431K 2.54% 8
2019
Q4 		$6.16M Buy
16,410
+1
+0% +$361 2.72% 8
2019
Q3 		$5.78M Sell
16,409
-44
-0.3% -$15.4K 2.88% 7
2019
Q2 		$5.83M Sell
16,453
-714
-4% -$250K 3.09% 7
2019
Q1 		$5.93M Sell
17,167
-3,155
-16% -$1.06M 3.33% 7
2018
Q4 		$6.15M Buy
+20,322
New +$6.77M 4.47% 4

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GYL Financial Synergies's MDY Position: Q3 2024 in Review

GYL Financial Synergies increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.4% in Q3 2024, buying an estimated $248K and bringing the position to 33,450 shares worth $19.1M. The position accounts for 1.43% of the portfolio, ranked #12.

GYL Financial Synergies first reported a position in MDY in Q4 2018 and has held it in 24 quarters since. 1,316 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

  • GYL Financial Synergies held 33,450 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $19.1M as of Q3 2024.
  • GYL Financial Synergies bought 451 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2024, an estimated $248K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.43% of GYL Financial Synergies's portfolio in Q3 2024, its #12 holding.
  • GYL Financial Synergies first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 24 quarters since.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.