Spectrum Wealth Counsel’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
Other funds holding MDY
Spectrum Wealth Counsel's MDY Position: Q1 2025 in Review
Spectrum Wealth Counsel reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 14% in Q1 2025, selling an estimated $137K and leaving 1,525 shares worth $814K. The position accounts for 0.1% of the portfolio, ranked #74.
Spectrum Wealth Counsel first reported a position in MDY in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.12M in Q4 2023. 1,357 funds tracked by Wall St. Rank hold MDY as of Q1 2025.
- Spectrum Wealth Counsel held 1,525 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $814K as of Q1 2025.
- Spectrum Wealth Counsel sold 242 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $137K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #74 holding.
- Spectrum Wealth Counsel first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 6 quarters since.
- Spectrum Wealth Counsel's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.12M in Q4 2023.
- 1,357 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.
Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.