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J. Goldman & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

J. Goldman & Co’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
Q2 		– Sell
-1,985
Closed -$1.1M – 540
2024
Q1 		$1.1M Buy
+1,985
New +$1.03M 0.04% 263
2023
Q3 		– Sell
-4,419
Closed -$2.12M – 436
2023
Q2 		$2.12M Buy
+4,419
New +$2.01M 0.08% 204
2023
Q1 		– Sell
-1,913
Closed -$847K – 437
2022
Q4 		$847K Buy
+1,913
New +$846K 0.04% 236

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

J. Goldman & Co's MDY Position: Q2 2024 in Review

J. Goldman & Co sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 1,985 shares — an estimated $1.1M sold.

J. Goldman & Co first reported a position in MDY in Q4 2022 and held it in 3 quarters. The position peaked at $2.12M in Q2 2023. 1,287 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

  • J. Goldman & Co reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
  • J. Goldman & Co sold 1,985 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $1.1M.
  • J. Goldman & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and held it in 3 quarters.
  • J. Goldman & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.12M in Q2 2023.
  • 1,287 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on J. Goldman & Co's 13F filing for Q2 2024, filed 14 Aug 2024.