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

Howard Financial Services’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	-790	Closed	-$401K	–	163
2023 Q4	$401K	Hold	790	–	–	0.08%	100
2023 Q3	$361K	Hold	790	–	–	0.08%	99
2023 Q2	$378K	Hold	790	–	–	0.09%	95
2023 Q1	$362K	Hold	790	–	–	0.09%	96
2022 Q4	$350K	Hold	790	–	–	0.09%	95
2022 Q3	$317K	Buy	+790	New	+$349K	0.1%	92

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Howard Financial Services's MDY Position: Q1 2024 in Review

Howard Financial Services sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024, closing a stake of 790 shares — an estimated $401K sold.

Howard Financial Services first reported a position in MDY in Q3 2022 and held it in 6 quarters. The position peaked at $401K in Q4 2023. 1,295 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

Howard Financial Services reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2024 after selling out during the quarter.
Howard Financial Services sold 790 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $401K.
Howard Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and held it in 6 quarters.
Howard Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $401K in Q4 2023.
1,295 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2024.

Based on Howard Financial Services's 13F filing for Q1 2024, filed 16 Apr 2024.