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

Hyperion Partners’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	$735K	Buy	1,290 +4	+0.3%	+$2.2K	0.47%	24
2024 Q2	$688K	Buy	1,286 +3	+0.2%	+$1.61K	0.49%	23
2024 Q1	$714K	Buy	1,283 +4	+0.3%	+$2.07K	0.52%	24
2023 Q4	$649K	Buy	1,279 +5	+0.4%	+$2.32K	0.51%	22
2023 Q3	$582K	Buy	1,274 +4	+0.3%	+$1.92K	0.5%	24
2023 Q2	$608K	Sell	1,270 -256	-17%	-$117K	0.51%	21
2023 Q1	$700K	Buy	1,526 +162	+12%	+$75.5K	0.63%	18
2022 Q4	$604K	Buy	+1,364	New	+$603K	0.58%	22

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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 $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hyperion Partners's MDY Position: Q3 2024 in Review

Hyperion Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.31% in Q3 2024, buying an estimated $2.2K and bringing the position to 1,290 shares worth $735K. The position accounts for 0.47% of the portfolio, ranked #24.

Hyperion Partners first reported a position in MDY in Q4 2022 and has held it in 8 quarters since. 1,316 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

Hyperion Partners held 1,290 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $735K as of Q3 2024.
Hyperion Partners bought 4 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2024, an estimated $2.2K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.47% of Hyperion Partners's portfolio in Q3 2024, its #24 holding.
Hyperion Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 8 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 Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.