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McGlone Suttner Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

McGlone Suttner Wealth Management’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
Q1 		– Sell
-235
Closed -$119K – 538
2023
Q4 		$119K Buy
+235
New +$109K 0.02% 194

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

McGlone Suttner Wealth Management's MDY Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024, closing a stake of 235 shares — an estimated $119K sold.

McGlone Suttner Wealth Management first reported a position in MDY in Q4 2023 and held it in 1 quarter. The position peaked at $119K in Q4 2023. 1,297 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 235 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $119K.
  • McGlone Suttner Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $119K in Q4 2023.
  • 1,297 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.