Householder Group Estate & Retirement Specialist’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-44	Closed	-$25K	–	925
2024 Q3	$25K	Hold	44	–	–	0.01%	631
2024 Q2	$23K	Hold	44	–	–	0.01%	655
2024 Q1	$24.5K	Hold	44	–	–	0.01%	630
2023 Q4	$22K	Sell	44 -302	-87%	-$140K	0.01%	626
2023 Q3	$158K	Buy	+346	New	+$166K	0.06%	245
2023 Q1	$367K	Buy	+801	New	+$373K	0.14%	145
2022 Q4	–	Sell	-801	Closed	-$321K	–	790
2022 Q3	$321K	Hold	801	–	–	0.13%	149
2022 Q2	$331K	Hold	801	–	–	0.15%	144
2022 Q1	$393K	Hold	801	–	–	0.16%	138
2021 Q4	$415K	Buy	+801	New	+$408K	0.15%	137

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MDY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2024, closing a stake of 44 shares — an estimated $25K sold.

Householder Group Estate & Retirement Specialist first reported a position in MDY in Q4 2021 and held it in 10 quarters. The position peaked at $415K in Q4 2021. 1,404 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 44 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $25K.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $415K in Q4 2021.
1,404 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.