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

Peterson Financial 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 Q3	$68K	Buy	+119	New	+$65.6K	0.26%	74
2023 Q4	–	Sell	-527	Closed	-$241K	–	29
2023 Q3	$241K	Sell	527 -11	-2%	-$5.27K	2.39%	16
2023 Q2	$257K	Sell	538 -1	-0.2%	-$455	2.36%	17
2023 Q1	$247K	Sell	539 -79	-13%	-$36.8K	2.49%	16
2022 Q4	$273K	Buy	618 +1	+0.2%	+$442	0.36%	64
2022 Q3	$248K	Buy	617 +5	+0.8%	+$2.21K	0.24%	66
2022 Q2	$253K	Sell	612 -12	-2%	-$5.42K	0.24%	64
2022 Q1	$306K	Sell	624 -45	-7%	-$21.9K	0.25%	65
2021 Q4	$346K	Buy	+669	New	+$340K	0.28%	66

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

Peterson Financial Group's MDY Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2024: 119 shares worth $68K. The stake represents 0.26% of the portfolio and ranks #74 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in MDY as recently as Q3 2023.

Peterson Financial Group first reported a position in MDY in Q4 2021 and has held it in 9 quarters since. The position peaked at $346K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

Peterson Financial Group held 119 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $68K as of Q3 2024.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Peterson Financial Group position in Q3 2024.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.26% of Peterson Financial Group's portfolio in Q3 2024, its #74 holding.
Peterson Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 9 quarters since.
Peterson Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $346K in Q4 2021.
1,314 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.