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

NewSquare Capital’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 Q2	–	Sell	-25	Closed	-$13.9K	–	419
2024 Q1	$13.9K	Hold	25	–	–	﹤0.01%	233
2023 Q4	$12.7K	Hold	25	–	–	﹤0.01%	258
2023 Q3	$11.4K	Hold	25	–	–	﹤0.01%	297
2023 Q2	$12K	Hold	25	–	–	﹤0.01%	319
2023 Q1	$11.5K	Buy	+25	New	+$11.7K	﹤0.01%	338
2018 Q2	–	Sell	-9	Closed	-$3K	–	330
2018 Q1	$3K	Buy	+9	New	+$3.13K	﹤0.01%	297
2015 Q3	–	Sell	-7	Closed	-$2K	–	341
2015 Q2	$2K	Hold	7	–	–	﹤0.01%	307
2015 Q1	$2K	Hold	7	–	–	﹤0.01%	278
2014 Q4	$2K	Hold	7	–	–	﹤0.01%	282
2014 Q3	$2K	Buy	+7	New	+$1.8K	﹤0.01%	289

Other funds holding MDY

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

NewSquare Capital's MDY Position: Q2 2024 in Review

NewSquare Capital sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 25 shares — an estimated $13.9K sold.

NewSquare Capital first reported a position in MDY in Q3 2014 and held it in 10 quarters. The position peaked at $13.9K in Q1 2024. 1,290 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

NewSquare Capital reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
NewSquare Capital sold 25 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $13.9K.
NewSquare Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2014 and held it in 10 quarters.
NewSquare Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $13.9K in Q1 2024.
1,290 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.