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

Imprint Wealth’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	$340K	Buy	+616	New	+$319K	0.08%	210

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

Imprint Wealth's MDY Position: Q1 2024 in Review

Imprint Wealth opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024: 616 shares worth $340K. The stake represents 0.08% of the portfolio and ranks #210 among its holdings.

1,294 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

Imprint Wealth held 616 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $340K as of Q1 2024.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Imprint Wealth position in Q1 2024.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Imprint Wealth's portfolio in Q1 2024, its #210 holding.
1,294 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.