O'Dell Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

O'Dell 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
2024 Q1	–	Sell	-235	Closed	-$119K	–	322
2023 Q4	$119K	Buy	+235	New	+$109K	0.03%	125
2023 Q3	–	Sell	-505	Closed	-$242K	–	309
2023 Q2	$242K	Buy	+505	New	+$230K	0.07%	70
2022 Q4	–	Sell	-150	Closed	-$60K	–	272
2022 Q3	$60K	Hold	150	–	–	0.02%	138
2022 Q2	$62K	Hold	150	–	–	0.02%	139
2022 Q1	$74K	Hold	150	–	–	0.02%	144
2021 Q4	$78K	Hold	150	–	–	0.02%	131
2021 Q3	$72K	Buy	+150	New	+$73.7K	0.02%	133

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

O'Dell Group's MDY Position: Q1 2024 in Review

O'Dell Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024, closing a stake of 235 shares — an estimated $119K sold.

O'Dell Group first reported a position in MDY in Q3 2021 and held it in 7 quarters. The position peaked at $242K in Q2 2023. 1,297 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

O'Dell Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 235 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $119K.
O'Dell Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and held it in 7 quarters.
O'Dell Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $242K in Q2 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 O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.