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

Halpern Financial’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	$907K	Buy	1,605 +12	+0.8%	+$6.61K	0.23%	35
2024 Q2	$852K	Hold	1,593	–	–	0.23%	35
2024 Q1	$872K	Hold	1,593	–	–	0.25%	34
2023 Q4	$787K	Hold	1,593	–	–	0.24%	35
2023 Q3	$727K	Buy	1,593 +250	+19%	+$120K	0.25%	35
2023 Q2	$643K	Hold	1,343	–	–	0.22%	31
2023 Q1	$615K	Hold	1,343	–	–	0.22%	28
2022 Q4	$594K	Hold	1,343	–	–	0.22%	31
2022 Q3	$539K	Hold	1,343	–	–	0.21%	31
2022 Q2	$555K	Sell	1,343 -15	-1%	-$6.77K	0.22%	31
2022 Q1	$666K	Buy	1,358 +1,062	+359%	+$517K	0.25%	36
2021 Q4	$153K	Hold	296	–	–	0.07%	52
2021 Q3	$142K	Hold	296	–	–	0.07%	49
2021 Q2	$145K	Hold	296	–	–	0.07%	41
2021 Q1	$141K	Hold	296	–	–	0.07%	38
2020 Q4	$124K	Hold	296	–	–	0.06%	39
2020 Q3	$100K	Hold	296	–	–	0.06%	40
2020 Q2	$96K	Hold	296	–	–	0.06%	40
2020 Q1	$77.8K	Sell	296 -506	-63%	-$172K	0.07%	38
2019 Q4	$301K	Buy	+802	New	+$290K	0.23%	25

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 $173B AUM 20.72% 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

Halpern Financial's MDY Position: Q3 2024 in Review

Halpern Financial increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.75% in Q3 2024, buying an estimated $6.61K and bringing the position to 1,605 shares worth $907K. The position accounts for 0.23% of the portfolio, ranked #35.

Halpern Financial first reported a position in MDY in Q4 2019 and has held it in 20 quarters since. 1,314 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

Halpern Financial held 1,605 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $907K as of Q3 2024.
Halpern Financial bought 12 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2024, an estimated $6.61K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.23% of Halpern Financial's portfolio in Q3 2024, its #35 holding.
Halpern Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 20 quarters since.
1,314 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.