Platte River Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Platte River Wealth 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 Q3	$219K	Hold	385	–	–	0.06%	90
2024 Q2	$206K	Hold	385	–	–	0.06%	93
2024 Q1	$214K	Sell	385 -50	-11%	-$25.9K	0.06%	89
2023 Q4	$221K	Buy	+435	New	+$202K	0.07%	94
2023 Q3	–	Sell	-435	Closed	-$208K	–	99
2023 Q2	$208K	Buy	+435	New	+$198K	0.07%	92
2023 Q1	–	Sell	-585	Closed	-$259K	–	96
2022 Q4	$259K	Hold	585	–	–	0.11%	81
2022 Q3	$235K	Hold	585	–	–	0.11%	81
2022 Q2	$242K	Hold	585	–	–	0.1%	79
2022 Q1	$287K	Hold	585	–	–	0.1%	75
2021 Q4	$299K	Hold	585	–	–	0.1%	76
2021 Q3	$281K	Hold	585	–	–	0.1%	80
2021 Q2	$287K	Hold	585	–	–	0.11%	80
2021 Q1	$283K	Hold	585	–	–	0.12%	77
2020 Q4	$261K	Buy	+585	New	+$225K	0.11%	82
2020 Q3	–	Sell	-634	Closed	-$208K	–	87
2020 Q2	$208K	Buy	+634	New	+$192K	0.11%	84
2019 Q4	$226K	Buy	+618	New	+$223K	0.12%	118

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

Platte River Wealth Advisors's MDY Position: Q3 2024 in Review

Platte River Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2024 at 385 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #90.

Platte River Wealth Advisors first reported a position in MDY in Q4 2019 and has held it in 16 quarters since. The position peaked at $299K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

Platte River Wealth Advisors held 385 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $219K as of Q3 2024.
Platte River Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2024.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Platte River Wealth Advisors's portfolio in Q3 2024, its #90 holding.
Platte River Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 16 quarters since.
Platte River Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $299K 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 Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.