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

Schechter 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
2025 Q1	$301K	Hold	564	–	–	0.02%	472
2024 Q4	$321K	Hold	564	–	–	0.02%	479
2024 Q3	$321K	Hold	564	–	–	0.02%	485
2024 Q2	$302K	Hold	564	–	–	0.02%	474
2024 Q1	$314K	Hold	564	–	–	0.02%	490
2023 Q4	$286K	Buy	564 +29	+5%	+$13.5K	0.02%	471
2023 Q3	$244K	Hold	535	–	–	0.02%	502
2023 Q2	$256K	Hold	535	–	–	0.02%	522
2023 Q1	$245K	Buy	535 +50	+10%	+$23.3K	0.02%	568
2022 Q4	$215K	Buy	+485	New	+$214K	0.02%	733
2022 Q3	–	Sell	-485	Closed	-$201K	–	973
2022 Q2	$201K	Buy	+485	New	+$219K	0.02%	843

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Schechter Investment Advisors's MDY Position: Q1 2025 in Review

Schechter Investment Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2025 at 564 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #472.

Schechter Investment Advisors first reported a position in MDY in Q2 2022 and has held it in 11 quarters since. The position peaked at $321K in Q3 2024. 1,357 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Schechter Investment Advisors held 564 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $301K as of Q1 2025.
Schechter Investment Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #472 holding.
Schechter Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 11 quarters since.
Schechter Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $321K in Q3 2024.
1,357 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.