IWA
MDY icon

Icon Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Icon Wealth Advisors’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 		– Sell
-204
Closed -$116K – 488
2024
Q2 		$116K Sell
204
-22
-10% -$11.8K 0.01% 410
2024
Q1 		$126K Hold
226
– – 0.01% 429
2023
Q4 		$115K Buy
+226
New +$105K 0.01% 410

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

Icon Wealth Advisors's MDY Position: Q3 2024 in Review

Icon Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2024, closing a stake of 204 shares — an estimated $116K sold.

Icon Wealth Advisors first reported a position in MDY in Q4 2023 and held it in 3 quarters. The position peaked at $126K in Q1 2024. 1,316 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

  • Icon Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 204 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2024, an estimated $116K.
  • Icon Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and held it in 3 quarters.
  • Icon Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $126K in Q1 2024.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on Icon Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.