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Scissortail Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Scissortail Wealth Management’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
Q1 		– Sell
-430
Closed -$219K – 174
2023
Q4 		$219K Buy
+430
New +$200K 0.07% 142
2023
Q1 		– Sell
-442
Closed -$213K – 91
2022
Q4 		$213K Buy
+442
New +$195K 0.12% 109

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Scissortail Wealth Management's MDY Position: Q1 2024 in Review

Scissortail Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024, closing a stake of 430 shares — an estimated $219K sold.

Scissortail Wealth Management first reported a position in MDY in Q4 2022 and held it in 2 quarters. The position peaked at $219K in Q4 2023. 1,297 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

  • Scissortail Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 430 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $219K.
  • Scissortail Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and held it in 2 quarters.
  • Scissortail Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $219K in Q4 2023.
  • 1,297 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.