J.W. Coons Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

J.W. Coons 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 Q4	–	Sell	-437	Closed	-$249K	–	244
2024 Q3	$249K	Hold	437	–	–	0.06%	214
2024 Q2	$234K	Hold	437	–	–	0.06%	214
2024 Q1	$243K	Hold	437	–	–	0.06%	216
2023 Q4	$222K	Buy	+437	New	+$203K	0.06%	222
2023 Q3	–	Sell	-437	Closed	-$209K	–	231
2023 Q2	$209K	Hold	437	–	–	0.06%	228
2023 Q1	$200K	Buy	+437	New	+$204K	0.06%	236
2022 Q2	–	Sell	-437	Closed	-$214K	–	258
2022 Q1	$214K	Buy	+437	New	+$213K	0.06%	248
2021 Q3	–	Sell	-526	Closed	-$258K	–	246
2021 Q2	$258K	Hold	526	–	–	0.09%	191
2021 Q1	$251K	Hold	526	–	–	0.09%	194
2020 Q4	$221K	Buy	+526	New	+$203K	0.08%	190

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

J.W. Coons Advisors's MDY Position: Q4 2024 in Review

J.W. Coons Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2024, closing a stake of 437 shares — an estimated $249K sold.

J.W. Coons Advisors first reported a position in MDY in Q4 2020 and held it in 10 quarters. The position peaked at $258K in Q2 2021. 1,408 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

J.W. Coons Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2024 after selling out during the quarter.
J.W. Coons Advisors sold 437 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $249K.
J.W. Coons Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 10 quarters.
J.W. Coons Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $258K in Q2 2021.
1,408 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on J.W. Coons Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.