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Procyon Advisors’s
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
Stock Holding History
Procyon 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
2025
Q1
–
Sell
-1,470
Closed
-$837K
–
613
2024
Q4
$837K
Hold
1,470
–
–
0.05%
261
2024
Q3
$837K
Hold
1,470
–
–
0.06%
259
2024
Q2
$787K
Sell
1,470
-99
-6%
-$53.2K
0.06%
253
2024
Q1
$873K
Sell
1,569
-20
-1%
-$10.4K
0.07%
241
2023
Q4
$806K
Sell
1,589
-10
-0.6%
-$4.64K
0.07%
233
2023
Q3
$730K
Hold
1,599
–
–
0.07%
244
2023
Q2
$766K
Hold
1,599
–
–
0.1%
194
2023
Q1
$733K
Hold
1,599
–
–
0.12%
168
2022
Q4
$708K
Buy
1,599
+10
+0.6%
+$4.42K
0.13%
162
2022
Q3
$638K
Hold
1,589
–
–
0.16%
133
2022
Q2
$657K
Buy
1,589
+221
+16%
+$99.8K
0.14%
143
2022
Q1
$671K
Hold
1,368
–
–
0.14%
146
2021
Q4
$708K
Hold
1,368
–
–
0.15%
131
2021
Q3
$658K
Buy
1,368
+20
+1%
+$9.82K
0.17%
122
2021
Q2
$662K
Hold
1,348
–
–
0.18%
109
2021
Q1
$642K
Buy
1,348
+65
+5%
+$29.6K
0.29%
86
2020
Q4
$539K
Hold
1,283
–
–
0.27%
97
2020
Q3
$435K
Hold
1,283
–
–
0.25%
99
2020
Q2
$416K
Hold
1,283
–
–
0.22%
96
2020
Q1
$337K
Buy
1,283
+80
+7%
+$27.1K
0.22%
93
2019
Q4
$452K
Buy
+1,203
New
+$435K
0.28%
82
Other funds holding MDY
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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