SS
MDY icon

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

Steve Schonfeld’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
-2,198
Closed -$1.12M – 2271
2023
Q4 		$1.12M Buy
2,198
+165
+8% +$76.6K 0.01% 999
2023
Q3 		$928K Buy
+2,033
New +$974K 0.01% 1043
2018
Q1 		– Sell
-29,148
Closed -$10.1M – 897
2017
Q4 		$10.1M Buy
+29,148
New +$9.82M 0.82% 11

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

Steve Schonfeld's MDY Position: Q1 2024 in Review

Steve Schonfeld sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024, closing a stake of 2,198 shares — an estimated $1.12M sold.

Steve Schonfeld first reported a position in MDY in Q4 2017 and held it in 3 quarters. The position peaked at $10.1M in Q4 2017. 1,296 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

  • Steve Schonfeld reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2024 after selling out during the quarter.
  • Steve Schonfeld sold 2,198 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $1.12M.
  • Steve Schonfeld first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 3 quarters.
  • Steve Schonfeld's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $10.1M in Q4 2017.
  • 1,296 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2024, filed 15 May 2024.