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

Regal 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 		– Sell
-1,057
Closed -$602K – 495
2024
Q3 		$602K Buy
+1,057
New +$582K 0.04% 318
2024
Q2 		– Sell
-383
Closed -$213K – 591
2024
Q1 		$213K Buy
+383
New +$198K 0.01% 538
2020
Q3 		– Sell
-1,194
Closed -$387K – 163
2020
Q2 		$387K Buy
+1,194
New +$362K 0.07% 203
2018
Q2 		– Sell
-618
Closed -$211K – 292
2018
Q1 		$211K Sell
618
-44
-7% -$15.3K 0.05% 290
2017
Q4 		$229K Sell
662
-63
-9% -$21.2K 0.05% 254
2017
Q3 		$237K Sell
725
-20
-3% -$6.36K 0.06% 244
2017
Q2 		$237K Sell
745
-4
-0.5% -$1.26K 0.06% 231
2017
Q1 		$234K Sell
749
-289
-28% -$89.7K 0.06% 236
2016
Q4 		$313K Sell
1,038
-490
-32% -$142K 0.09% 197
2016
Q3 		$431K Sell
1,528
-8,039
-84% -$2.26M 0.12% 171
2016
Q2 		$2.6M Sell
9,567
-913
-9% -$244K 0.72% 57
2016
Q1 		$2.75M Sell
10,480
-3,345
-24% -$814K 0.75% 53
2015
Q4 		$3.51M Buy
13,825
+101
+0.7% +$26.3K 0.91% 33
2015
Q3 		$3.42M Buy
13,724
+1,359
+11% +$360K 0.89% 23
2015
Q2 		$3.38M Buy
12,365
+72
+0.6% +$20K 0.91% 23
2015
Q1 		$3.41M Buy
12,293
+220
+2% +$59.3K 0.84% 21
2014
Q4 		$3.19M Buy
12,073
+309
+3% +$79.1K 0.85% 24
2014
Q3 		$2.93M Buy
11,764
+10,357
+736% +$2.66M 0.89% 23
2014
Q2 		$367K Sell
1,407
-795
-36% -$199K 0.13% 156
2014
Q1 		$552K Buy
2,202
+1,307
+146% +$320K 0.23% 111
2013
Q4 		$219K Sell
895
-1,223
-58% -$288K 0.13% 147
2013
Q3 		$479K Buy
2,118
+3
+0.1% +$667 0.28% 109
2013
Q2 		$446K Buy
+2,115
New +$447K 0.25% 111

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Regal Investment Advisors's MDY Position: Q4 2024 in Review

Regal Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2024, closing a stake of 1,057 shares — an estimated $602K sold.

Regal Investment Advisors first reported a position in MDY in Q2 2013 and held it in 23 quarters. The position peaked at $3.51M in Q4 2015. 1,402 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

  • Regal Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 1,057 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $602K.
  • Regal Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 23 quarters.
  • Regal Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.51M in Q4 2015.
  • 1,402 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

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