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

Resurgent Financial 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 Q2	–	Sell	-522	Closed	-$290K	–	196
2024 Q1	$290K	Buy	522 +262	+101%	+$136K	0.15%	152
2023 Q4	$132K	Buy	260 +1	+0.4%	+$464	0.08%	216
2023 Q3	$118K	Buy	259 +2	+0.8%	+$958	0.08%	211
2023 Q2	$123K	Hold	257	–	–	0.08%	210
2023 Q1	$118K	Buy	257 +1	+0.4%	+$466	0.08%	209
2022 Q4	$114K	Buy	+256	New	+$113K	0.06%	288

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Resurgent Financial Advisors's MDY Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 522 shares — an estimated $290K sold.

Resurgent Financial Advisors first reported a position in MDY in Q4 2022 and held it in 6 quarters. The position peaked at $290K in Q1 2024. 1,290 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

Resurgent Financial Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 522 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $290K.
Resurgent 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.
Resurgent Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $290K 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 Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.