LYNX CAPITAL GROUP LTD /ADV’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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
2023 Q4	$3.5M	Buy	+6,895	New	+$3.2M	2.55%	10

Other funds holding MDY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

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 $202B AUM 37.79% 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

LYNX CAPITAL GROUP LTD /ADV's MDY Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2023: 6,895 shares worth $3.5M. The stake represents 2.55% of the portfolio and ranks #10 among its holdings.

1,233 funds tracked by Wall St. Rank hold MDY as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 6,895 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.5M as of Q4 2023.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 2.55% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #10 holding.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.