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Maxwell Wealth Strategies’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Maxwell Wealth Strategies’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 		$228K Hold
400
– – 0.09% 106
2024
Q3 		$231K Hold
400
– – 0.1% 100
2024
Q2 		$214K Hold
400
– – 0.1% 102
2024
Q1 		$216K Buy
+400
New +$207K 0.11% 100

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Maxwell Wealth Strategies's MDY Position: Q4 2024 in Review

Maxwell Wealth Strategies held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q4 2024 at 400 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #106.

Maxwell Wealth Strategies first reported a position in MDY in Q1 2024 and has held it in 4 quarters since. The position peaked at $231K in Q3 2024. 1,402 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

  • Maxwell Wealth Strategies held 400 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $228K as of Q4 2024.
  • Maxwell Wealth Strategies left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q4 2024.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #106 holding.
  • Maxwell Wealth Strategies first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 4 quarters since.
  • Maxwell Wealth Strategies's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $231K in Q3 2024.
  • 1,402 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.