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

LBMC Investment Advisors’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 Q2	–	Sell	-2,220	Closed	-$1.24M	–	189
2024 Q1	$1.24M	Hold	2,220	–	–	0.11%	65
2023 Q4	$1.13M	Hold	2,220	–	–	0.11%	54
2023 Q3	$984K	Hold	2,220	–	–	0.1%	55
2023 Q2	$1.06M	Hold	2,220	–	–	0.1%	56
2023 Q1	$1.02M	Hold	2,220	–	–	0.1%	58
2022 Q4	$983K	Buy	+2,220	New	+$982K	0.1%	57

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LBMC Investment Advisors's MDY Position: Q2 2024 in Review

LBMC Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 2,220 shares — an estimated $1.24M sold.

LBMC Investment Advisors first reported a position in MDY in Q4 2022 and held it in 6 quarters. The position peaked at $1.24M in Q1 2024. 1,288 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

LBMC Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
LBMC Investment Advisors sold 2,220 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $1.24M.
LBMC Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and held it in 6 quarters.
LBMC Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.24M in Q1 2024.
1,288 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on LBMC Investment Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.