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

National Wealth Management Group’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
2023 Q4	–	Sell	-1,580	Closed	-$721K	–	146
2023 Q3	$721K	Buy	1,580 +717	+83%	+$344K	0.78%	36
2023 Q2	$420K	Sell	863 -354	-29%	-$161K	0.44%	72
2023 Q1	$541K	Buy	1,217 +183	+18%	+$85.3K	0.62%	43
2022 Q4	$458K	Buy	1,034 +24	+2%	+$10.6K	0.55%	54
2022 Q3	$406K	Buy	+1,010	New	+$446K	0.53%	52

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

National Wealth Management Group's MDY Position: Q4 2023 in Review

National Wealth Management Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2023, closing a stake of 1,580 shares — an estimated $721K sold.

National Wealth Management Group first reported a position in MDY in Q3 2022 and held it in 5 quarters. The position peaked at $721K in Q3 2023. 1,233 funds tracked by Wall St. Rank hold MDY as of Q4 2023.

National Wealth Management Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2023 after selling out during the quarter.
National Wealth Management Group sold 1,580 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2023, an estimated $721K.
National Wealth Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and held it in 5 quarters.
National Wealth Management Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $721K in Q3 2023.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2023.

Based on National Wealth Management Group's 13F filing for Q4 2023, filed 1 Feb 2024.