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

Integrated Investment Consultants’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
2025 Q1	–	Sell	-27,514	Closed	-$160K	–	330
2024 Q4	$160K	Buy	+27,514	New	+$16.1M	0.03%	292
2021 Q4	–	Sell	-566	Closed	-$272K	–	305
2021 Q3	$272K	Sell	566 -1	-0.2%	-$491	0.08%	226
2021 Q2	$278K	Buy	+567	New	+$280K	0.08%	222
2021 Q1	–	Sell	-700	Closed	-$294K	–	262
2020 Q4	$294K	Hold	700	–	–	0.11%	171
2020 Q3	$237K	Hold	700	–	–	0.11%	165
2020 Q2	$227K	Buy	+700	New	+$212K	0.11%	140
2020 Q1	–	Sell	-1,400	Closed	-$526K	–	172
2019 Q4	$526K	Hold	1,400	–	–	0.22%	76
2019 Q3	$493K	Hold	1,400	–	–	0.25%	69
2019 Q2	$496K	Hold	1,400	–	–	0.25%	72
2019 Q1	$484K	Hold	1,400	–	–	0.26%	72
2018 Q4	$424K	Hold	1,400	–	–	0.23%	72
2018 Q3	$514K	Hold	1,400	–	–	0.25%	65
2018 Q2	$497K	Hold	1,400	–	–	0.26%	64
2018 Q1	$478K	Buy	+1,400	New	+$487K	0.19%	71
2017 Q3	$457K	Hold	1,400	–	–	0.2%	71
2017 Q2	$445K	Hold	1,400	–	–	0.2%	71
2017 Q1	$437K	Hold	1,400	–	–	0.2%	76
2016 Q4	$422K	Hold	1,400	–	–	0.2%	75
2016 Q3	$387K	Hold	1,400	–	–	0.2%	77
2016 Q2	$381K	Hold	1,400	–	–	0.22%	80
2016 Q1	$363K	Hold	1,400	–	–	0.21%	76
2015 Q4	$328K	Buy	+1,400	New	+$364K	0.26%	75

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Integrated Investment Consultants's MDY Position: Q1 2025 in Review

Integrated Investment Consultants sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 27,514 shares — an estimated $160K sold.

Integrated Investment Consultants first reported a position in MDY in Q4 2015 and held it in 22 quarters. The position peaked at $526K in Q4 2019. 1,361 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Integrated Investment Consultants reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
Integrated Investment Consultants sold 27,514 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $160K.
Integrated Investment Consultants first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and held it in 22 quarters.
Integrated Investment Consultants's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $526K in Q4 2019.
1,361 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Integrated Investment Consultants's 13F filing for Q1 2025, filed 7 May 2025.