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

Janiczek Wealth Management’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	-290	Closed	-$162K	–	1110
2024 Q1	$162K	Hold	290	–	–	0.03%	216
2023 Q4	$148K	Hold	290	–	–	0.04%	210
2023 Q3	$133K	Hold	290	–	–	0.04%	203
2023 Q2	$139K	Hold	290	–	–	0.04%	174
2023 Q1	$132K	Hold	290	–	–	0.04%	171
2022 Q4	$136K	Hold	290	–	–	0.04%	177
2022 Q3	$120K	Hold	290	–	–	0.04%	169
2022 Q2	$133K	Buy	+290	New	+$131K	0.04%	158

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Janiczek Wealth Management's MDY Position: Q2 2024 in Review

Janiczek Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 290 shares — an estimated $162K sold.

Janiczek Wealth Management first reported a position in MDY in Q2 2022 and held it in 8 quarters. The position peaked at $162K in Q1 2024. 1,287 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

Janiczek Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
Janiczek Wealth Management sold 290 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $162K.
Janiczek Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and held it in 8 quarters.
Janiczek Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $162K in Q1 2024.
1,287 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.