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

Soundmark 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 Q2	–	Sell	-464	Closed	-$258K	–	37
2024 Q1	$258K	Buy	464 +2	+0.4%	+$1.04K	0.11%	59
2023 Q4	$235K	Buy	462 +1	+0.2%	+$464	0.12%	61
2023 Q3	$210K	Buy	461 +2	+0.4%	+$958	0.12%	58
2023 Q2	$220K	Buy	459 +1	+0.2%	+$455	0.12%	55
2023 Q1	$210K	Buy	458 +1	+0.2%	+$466	0.13%	52
2022 Q4	$202K	Buy	+457	New	+$202K	0.13%	54
2022 Q2	–	Sell	-452	Closed	-$222K	–	60
2022 Q1	$222K	Buy	452 +1	+0.2%	+$487	0.16%	54
2021 Q4	$233K	Sell	451 -104	-19%	-$52.9K	0.16%	53
2021 Q3	$267K	Buy	555 +2	+0.4%	+$982	0.1%	62
2021 Q2	$272K	Hold	553	–	–	0.11%	53
2021 Q1	$263K	Buy	553 +2	+0.4%	+$912	0.14%	54
2020 Q4	$231K	Buy	+551	New	+$212K	0.15%	55

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Soundmark Wealth Management's MDY Position: Q2 2024 in Review

Soundmark Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 464 shares — an estimated $258K sold.

Soundmark Wealth Management first reported a position in MDY in Q4 2020 and held it in 12 quarters. The position peaked at $272K in Q2 2021. 1,287 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

Soundmark Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 464 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $258K.
Soundmark Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 12 quarters.
Soundmark Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $272K in Q2 2021.
1,287 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.