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

Journey Strategic 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 		– Sell
-11,152
Closed -$5.66M – 322
2023
Q4 		$5.66M Hold
11,152
– – 0.27% 18
2023
Q3 		$5.09M Hold
11,152
– – 0.24% 18
2023
Q2 		$5.34M Hold
11,152
– – 0.24% 20
2023
Q1 		$5.11M Hold
11,152
– – 0.54% 19
2022
Q4 		$4.94M Hold
11,152
– – 0.58% 17
2022
Q3 		$4.48M Hold
11,152
– – 0.6% 15
2022
Q2 		$4.61M Hold
11,152
– – 0.62% 14
2022
Q1 		$5.47M Sell
11,152
-6,760
-38% -$3.29M 0.6% 8
2021
Q4 		$9.27M Buy
+17,912
New +$9.11M 0.97% 11

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Journey Strategic Wealth's MDY Position: Q1 2024 in Review

Journey Strategic Wealth sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024, closing a stake of 11,152 shares — an estimated $5.66M sold.

Journey Strategic Wealth first reported a position in MDY in Q4 2021 and held it in 9 quarters. The position peaked at $9.27M in Q4 2021. 1,295 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

  • Journey Strategic Wealth reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 11,152 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $5.66M.
  • Journey Strategic Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and held it in 9 quarters.
  • Journey Strategic Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $9.27M in Q4 2021.
  • 1,295 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2024.

Based on Journey Strategic Wealth's 13F filing for Q1 2024, filed 13 May 2024.