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

MinichMacGregor 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	-600	Closed	-$304K	–	112
2023 Q4	$304K	Buy	+600	New	+$279K	0.09%	79
2017 Q3	–	Sell	-47	Closed	-$14K	–	503
2017 Q2	$14K	Buy	+47	New	+$14.8K	0.01%	232
2016 Q1	–	Sell	-40	Closed	-$11K	–	465
2015 Q4	$11K	Buy	+40	New	+$10.4K	0.01%	223

Other funds holding MDY

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MinichMacGregor Wealth Management's MDY Position: Q1 2024 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024, closing a stake of 600 shares — an estimated $304K sold.

MinichMacGregor Wealth Management first reported a position in MDY in Q4 2015 and held it in 3 quarters. The position peaked at $304K in Q4 2023. 1,297 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

MinichMacGregor 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.
MinichMacGregor Wealth Management sold 600 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $304K.
MinichMacGregor Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and held it in 3 quarters.
MinichMacGregor Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $304K 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 MinichMacGregor Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.