LB
MDY icon

Leo Brokerage’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Leo Brokerage’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
Q2 		$461K Buy
962
+94
+11% +$42.8K 0.05% 191
2023
Q1 		$398K Buy
+868
New +$405K 0.06% 200

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Leo Brokerage's MDY Position: Q2 2023 in Review

Leo Brokerage increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q2 2023, buying an estimated $42.8K and bringing the position to 962 shares worth $461K. The position accounts for 0.05% of the portfolio, ranked #191.

Leo Brokerage first reported a position in MDY in Q1 2023 and has held it in 2 quarters since. 1,155 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

  • Leo Brokerage held 962 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $461K as of Q2 2023.
  • Leo Brokerage bought 94 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2023, an estimated $42.8K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Leo Brokerage's portfolio in Q2 2023, its #191 holding.
  • Leo Brokerage first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 2 quarters since.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.