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

LWMG LLC’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
Q3 		$251K Hold
441
– – 0.05% 80
2024
Q2 		$236K Hold
441
– – 0.05% 81
2024
Q1 		$245K Hold
441
– – 0.06% 78
2023
Q4 		$224K Hold
441
– – 0.05% 85
2023
Q3 		$201K Hold
441
– – 0.06% 83
2023
Q2 		$211K Hold
441
– – 0.06% 84
2023
Q1 		$202K Buy
+441
New +$206K 0.06% 83

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWMG LLC's MDY Position: Q3 2024 in Review

LWMG LLC held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2024 at 441 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #80.

LWMG LLC first reported a position in MDY in Q1 2023 and has held it in 7 quarters since. 1,313 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

  • LWMG LLC held 441 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $251K as of Q3 2024.
  • LWMG LLC left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2024.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of LWMG LLC's portfolio in Q3 2024, its #80 holding.
  • LWMG LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 7 quarters since.
  • 1,313 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.