Stonehage Fleming Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Stonehage Fleming Financial Services’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	-100	Closed	-$45.8K	–	279
2024 Q1	$45.8K	Buy	+100	New	+$51.8K	﹤0.01%	134
2023 Q4	–	Sell	-100	Closed	-$45.7K	–	267
2023 Q3	$45.7K	Hold	100	–	–	﹤0.01%	192
2023 Q2	$47.9K	Hold	100	–	–	﹤0.01%	159
2023 Q1	$45.8K	Hold	100	–	–	﹤0.01%	134
2022 Q4	$44.3K	Hold	100	–	–	﹤0.01%	133
2022 Q3	$40K	Hold	100	–	–	﹤0.01%	141
2022 Q2	$41K	Hold	100	–	–	﹤0.01%	195
2022 Q1	$49K	Hold	100	–	–	﹤0.01%	179
2021 Q4	$51K	Buy	+100	New	+$50.9K	﹤0.01%	190

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Stonehage Fleming Financial Services's MDY Position: Q2 2024 in Review

Stonehage Fleming Financial Services sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 100 shares — an estimated $45.8K sold.

Stonehage Fleming Financial Services first reported a position in MDY in Q4 2021 and held it in 9 quarters. The position peaked at $51K in Q4 2021. 1,290 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

Stonehage Fleming Financial Services reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
Stonehage Fleming Financial Services sold 100 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $45.8K.
Stonehage Fleming Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and held it in 9 quarters.
Stonehage Fleming Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $51K in Q4 2021.
1,290 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2024, filed 5 Aug 2024.