SF
MDY icon

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

Safeguard Financial’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
2023
Q3 		– Sell
-55
Closed -$26K – 357
2023
Q2 		$26K Buy
+55
New +$25K 0.01% 234

Other funds holding MDY

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Safeguard Financial's MDY Position: Q3 2023 in Review

Safeguard Financial sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2023, closing a stake of 55 shares — an estimated $26K sold.

Safeguard Financial first reported a position in MDY in Q2 2023 and held it in 1 quarter. The position peaked at $26K in Q2 2023. 1,156 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

  • Safeguard Financial reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 55 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2023, an estimated $26K.
  • Safeguard Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $26K in Q2 2023.
  • 1,156 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.