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

ICW Investment 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 Q1	–	Sell	-699	Closed	-$355K	–	139
2023 Q4	$355K	Buy	699 +2	+0.3%	+$929	0.17%	123
2023 Q3	$318K	Buy	697 +2	+0.3%	+$958	0.17%	123
2023 Q2	$333K	Buy	695 +2	+0.3%	+$911	0.18%	119
2023 Q1	$318K	Buy	693 +2	+0.3%	+$932	0.18%	119
2022 Q4	$306K	Buy	691 +2	+0.3%	+$884	0.18%	118
2022 Q3	$277K	Sell	689 -2	-0.3%	-$883	0.19%	118
2022 Q2	$286K	Sell	691 -77	-10%	-$34.8K	0.18%	121
2022 Q1	$377K	Buy	768 +2	+0.3%	+$973	0.22%	112
2021 Q4	$396K	Buy	766 +2	+0.3%	+$1.02K	0.22%	113
2021 Q3	$367K	Buy	764 +2	+0.3%	+$982	0.24%	111
2021 Q2	$374K	Buy	762 +1	+0.1%	+$493	0.24%	112
2021 Q1	$362K	Buy	761 +2	+0.3%	+$912	0.25%	113
2020 Q4	$318K	Buy	759 +2	+0.3%	+$770	0.23%	112
2020 Q3	$257K	Buy	757 +2	+0.3%	+$683	0.19%	116
2020 Q2	$245K	Buy	+755	New	+$229K	0.2%	115
2020 Q1	–	Sell	-1,415	Closed	-$531K	–	148
2019 Q4	$531K	Buy	+1,415	New	+$511K	0.43%	88

Other funds holding MDY

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

ICW Investment Advisors's MDY Position: Q1 2024 in Review

ICW Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024, closing a stake of 699 shares — an estimated $355K sold.

ICW Investment Advisors first reported a position in MDY in Q4 2019 and held it in 16 quarters. The position peaked at $531K in Q4 2019. 1,297 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

ICW Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2024 after selling out during the quarter.
ICW Investment Advisors sold 699 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $355K.
ICW Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and held it in 16 quarters.
ICW Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $531K in Q4 2019.
1,297 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2024.

Based on ICW Investment Advisors's 13F filing for Q1 2024, filed 9 May 2024.