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Portfolio Strategies’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Portfolio Strategies’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
Q2 		– Sell
-2,775
Closed -$1.54M – 89
2024
Q1 		$1.54M Buy
+2,775
New +$1.44M 0.1% 53
2018
Q4 		– Sell
-50
Closed -$18K – 134
2018
Q3 		$18K Hold
50
– – 0.01% 121
2018
Q2 		$18K Hold
50
– – 0.01% 122
2018
Q1 		$17K Hold
50
– – 0.01% 127
2017
Q4 		$17K Buy
+50
New +$16.8K 0.01% 135

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Portfolio Strategies's MDY Position: Q2 2024 in Review

Portfolio Strategies sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 2,775 shares — an estimated $1.54M sold.

Portfolio Strategies first reported a position in MDY in Q4 2017 and held it in 5 quarters. The position peaked at $1.54M in Q1 2024. 1,290 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

  • Portfolio Strategies reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
  • Portfolio Strategies sold 2,775 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $1.54M.
  • Portfolio Strategies first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 5 quarters.
  • Portfolio Strategies's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.54M in Q1 2024.
  • 1,290 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.