Kowal Investment Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Kowal Investment Group’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 Q3	$24.6M	Buy	43,102 +1,007	+2%	+$555K	4.52%	6
2024 Q2	$22.5M	Sell	42,095 -473	-1%	-$254K	4.49%	6
2024 Q1	$23.7M	Buy	42,568 +124	+0.3%	+$64.2K	5.12%	5
2023 Q4	$21.5M	Buy	42,444 +1,753	+4%	+$814K	5.03%	5
2023 Q3	$18.6M	Buy	40,691 +1,128	+3%	+$541K	5.01%	5
2023 Q2	$18.9M	Buy	39,563 +2,456	+7%	+$1.12M	5.07%	5
2023 Q1	$17M	Buy	37,107 +10,902	+42%	+$5.08M	4.82%	5
2022 Q4	$11.6M	Buy	26,205 +21,858	+503%	+$9.67M	3.46%	7
2022 Q3	$1.75M	Buy	+4,347	New	+$1.92M	0.59%	20
2021 Q4	–	Sell	-143	Closed	-$69K	–	603
2021 Q3	$69K	Buy	+143	New	+$70.2K	0.02%	206

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

Goldman Sachs New York $871B AUM 31.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kowal Investment Group's MDY Position: Q3 2024 in Review

Kowal Investment Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.4% in Q3 2024, buying an estimated $555K and bringing the position to 43,102 shares worth $24.6M. The position accounts for 4.52% of the portfolio, ranked #6.

Kowal Investment Group first reported a position in MDY in Q3 2021 and has held it in 10 quarters since. 1,313 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

Kowal Investment Group held 43,102 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $24.6M as of Q3 2024.
Kowal Investment Group bought 1,007 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2024, an estimated $555K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 4.52% of Kowal Investment Group's portfolio in Q3 2024, its #6 holding.
Kowal Investment Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and has held it in 10 quarters since.
1,313 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.