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

Lifeworks 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 Q4	–	Sell	-676	Closed	-$385K	–	315
2024 Q3	$385K	Sell	676 -99	-13%	-$54.5K	0.08%	197
2024 Q2	$415K	Sell	775 -39	-5%	-$21K	0.12%	145
2024 Q1	$453K	Buy	814 +57	+8%	+$29.5K	0.13%	135
2023 Q4	$384K	Sell	757 -62	-8%	-$28.8K	0.13%	138
2023 Q3	$374K	Sell	819 -88	-10%	-$42.2K	0.15%	138
2023 Q2	$434K	Hold	907	–	–	0.19%	111
2023 Q1	$416K	Buy	+907	New	+$423K	0.2%	111

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lifeworks Advisors's MDY Position: Q4 2024 in Review

Lifeworks Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2024, closing a stake of 676 shares — an estimated $385K sold.

Lifeworks Advisors first reported a position in MDY in Q1 2023 and held it in 7 quarters. The position peaked at $453K in Q1 2024. 1,407 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

Lifeworks Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2024 after selling out during the quarter.
Lifeworks Advisors sold 676 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $385K.
Lifeworks Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and held it in 7 quarters.
Lifeworks Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $453K in Q1 2024.
1,407 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Lifeworks Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.