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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-99	Closed	-$53.1K	–	536
2024 Q2	$53.1K	Buy	99 +5	+5%	+$2.69K	0.03%	337
2024 Q1	$52.3K	Buy	+94	New	+$48.7K	0.03%	338
2023 Q4	–	Sell	-93	Closed	-$42.6K	–	497
2023 Q3	$42.6K	Hold	93	–	–	0.03%	268
2023 Q2	$44.6K	Hold	93	–	–	0.03%	266
2023 Q1	$42.6K	Hold	93	–	–	0.03%	267
2022 Q4	$41K	Buy	+93	New	+$41.1K	0.03%	402

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Register Financial Advisors's MDY Position: Q3 2024 in Review

Register Financial Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2024, closing a stake of 99 shares — an estimated $53.1K sold.

Register Financial Advisors first reported a position in MDY in Q4 2022 and held it in 6 quarters. The position peaked at $53.1K in Q2 2024. 1,316 funds tracked by Wall St. Rank hold MDY as of Q3 2024.

Register Financial Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 99 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2024, an estimated $53.1K.
Register Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and held it in 6 quarters.
Register Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $53.1K in Q2 2024.
1,316 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.