RE Dickinson Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

RE Dickinson Investment 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 Q4	$10.8K	Hold	19	–	–	0.01%	161
2024 Q3	$10.8K	Hold	19	–	–	0.01%	160
2024 Q2	$10.2K	Hold	19	–	–	0.01%	157
2024 Q1	$11K	Hold	19	–	–	0.01%	154
2023 Q4	$10K	Hold	19	–	–	0.01%	164
2023 Q3	$9K	Hold	19	–	–	0.01%	179
2023 Q2	$9K	Hold	19	–	–	﹤0.01%	261
2023 Q1	$9K	Sell	19 -1	-5%	-$466	﹤0.01%	274
2022 Q4	$9K	Hold	20	–	–	﹤0.01%	258
2022 Q3	$8K	Hold	20	–	–	0.01%	161
2022 Q2	$8K	Hold	20	–	–	﹤0.01%	172
2022 Q1	$10K	Hold	20	–	–	0.01%	180
2021 Q4	$10K	Buy	+20	New	+$10.2K	0.01%	177

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RE Dickinson Investment Advisors's MDY Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q4 2024 at 19 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #161.

RE Dickinson Investment Advisors first reported a position in MDY in Q4 2021 and has held it in 13 quarters since. The position peaked at $11K in Q1 2024. 1,409 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

RE Dickinson Investment Advisors held 19 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $10.8K as of Q4 2024.
RE Dickinson Investment Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q4 2024.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #161 holding.
RE Dickinson Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11K in Q1 2024.
1,409 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.