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

Kolinsky 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 Q4	$226K	Buy	+397	New	+$233K	0.14%	153

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

Kolinsky Wealth Management's MDY Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2024: 397 shares worth $226K. The stake represents 0.14% of the portfolio and ranks #153 among its holdings.

1,407 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

Kolinsky Wealth Management held 397 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $226K as of Q4 2024.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Kolinsky Wealth Management position in Q4 2024.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.14% of Kolinsky Wealth Management's portfolio in Q4 2024, its #153 holding.
1,407 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.