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

Lake Street Advisors 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 Q4	$2.4M	Hold	4,196	–	–	0.11%	115
2024 Q3	$2.4M	Hold	4,196	–	–	0.11%	104
2024 Q2	$2.25M	Buy	4,196 +300	+8%	+$161K	0.11%	120
2024 Q1	$2.17M	Buy	3,896 +500	+15%	+$259K	0.1%	134
2023 Q4	$1.73M	Buy	+3,396	New	+$1.58M	0.09%	153
2021 Q3	–	Sell	-538	Closed	-$269K	–	350
2021 Q2	$269K	Hold	538	–	–	0.02%	265
2021 Q1	$256K	Hold	538	–	–	0.02%	261
2020 Q4	$226K	Buy	+538	New	+$207K	0.02%	274
2020 Q1	–	Sell	-538	Closed	-$202K	–	270
2019 Q4	$202K	Buy	+538	New	+$194K	0.02%	239
2019 Q1	–	Sell	-2,388	Closed	-$723K	–	235
2018 Q4	$723K	Hold	2,388	–	–	0.09%	68
2018 Q3	$877K	Hold	2,388	–	–	0.1%	58
2018 Q2	$848K	Hold	2,388	–	–	0.08%	97
2018 Q1	$816K	Hold	2,388	–	–	0.09%	83
2017 Q4	$825K	Buy	+2,388	New	+$805K	0.09%	88

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

Goldman Sachs New York $871B AUM 31.28% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lake Street Advisors Group's MDY Position: Q4 2024 in Review

Lake Street Advisors Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q4 2024 at 4,196 shares worth $2.4M. The position accounts for 0.11% of the portfolio, ranked #115.

Lake Street Advisors Group first reported a position in MDY in Q4 2017 and has held it in 14 quarters since. 1,403 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

Lake Street Advisors Group held 4,196 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.4M as of Q4 2024.
Lake Street Advisors Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q4 2024.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Lake Street Advisors Group's portfolio in Q4 2024, its #115 holding.
Lake Street Advisors Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 14 quarters since.
1,403 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.