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

Northwest Investment Counselors’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 Q3	$90.4K	Buy	+159	New	+$87.6K	0.02%	193
2024 Q2	–	Sell	-159	Closed	-$88.3K	–	366
2024 Q1	$88.3K	Buy	+159	New	+$82.4K	0.02%	191
2023 Q4	–	Sell	-159	Closed	-$72.4K	–	375
2023 Q3	$72.4K	Hold	159	–	–	0.02%	194
2023 Q2	$76K	Hold	159	–	–	0.02%	202
2023 Q1	$72.7K	Buy	+159	New	+$74.1K	0.02%	207

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwest Investment Counselors's MDY Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2024: 159 shares worth $90.4K. The stake represents 0.02% of the portfolio and ranks #193 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in MDY as recently as Q1 2024.

Northwest Investment Counselors first reported a position in MDY in Q1 2023 and has held it in 5 quarters since. 1,314 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

Northwest Investment Counselors held 159 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $90.4K as of Q3 2024.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Northwest Investment Counselors position in Q3 2024.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Northwest Investment Counselors's portfolio in Q3 2024, its #193 holding.
Northwest Investment Counselors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 5 quarters since.
1,314 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.