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

Successful Portfolios’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	-424	Closed	-$215K	–	174
2023 Q4	$215K	Buy	+424	New	+$197K	0.16%	144
2020 Q1	–	Sell	-600	Closed	-$225K	–	159
2019 Q4	$225K	Hold	600	–	–	0.2%	134
2019 Q3	$211K	Hold	600	–	–	0.2%	138
2019 Q2	$213K	Hold	600	–	–	0.23%	122
2019 Q1	$207K	Buy	+600	New	+$202K	0.23%	126
2018 Q4	–	Sell	-600	Closed	-$220K	–	134
2018 Q3	$220K	Hold	600	–	–	0.24%	123
2018 Q2	$213K	Hold	600	–	–	0.25%	118
2018 Q1	$205K	Hold	600	–	–	0.25%	116
2017 Q4	$207K	Buy	+600	New	+$202K	0.26%	122

Other funds holding MDY

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Successful Portfolios's MDY Position: Q1 2024 in Review

Successful Portfolios sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024, closing a stake of 424 shares — an estimated $215K sold.

Successful Portfolios first reported a position in MDY in Q4 2017 and held it in 9 quarters. The position peaked at $225K in Q4 2019. 1,297 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

Successful Portfolios reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2024 after selling out during the quarter.
Successful Portfolios sold 424 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $215K.
Successful Portfolios first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 9 quarters.
Successful Portfolios's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $225K in Q4 2019.
1,297 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2024.

Based on Successful Portfolios's 13F filing for Q1 2024, filed 18 Apr 2024.