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Northwest Financial Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Northwest Financial Advisors’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 		– Sell
-275
Closed -$157K – 362
2024
Q3 		$157K Buy
+275
New +$152K 0.12% 122
2024
Q1 		– Sell
-293
Closed -$149K – 340
2023
Q4 		$149K Buy
+293
New +$136K 0.13% 108

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwest Financial Advisors's MDY Position: Q4 2024 in Review

Northwest Financial Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2024, closing a stake of 275 shares — an estimated $157K sold.

Northwest Financial Advisors first reported a position in MDY in Q4 2023 and held it in 2 quarters. The position peaked at $157K in Q3 2024. 1,408 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

  • Northwest Financial Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 275 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $157K.
  • Northwest Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $157K in Q3 2024.
  • 1,408 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.