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

Sugarloaf 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 Q4	$62.4K	Sell	109 -16	-13%	-$9.38K	0.01%	277
2024 Q3	$71.5K	Hold	125	–	–	0.01%	271
2024 Q2	$67.1K	Hold	125	–	–	0.01%	264
2024 Q1	$69.8K	Hold	125	–	–	0.01%	260
2023 Q4	$63.7K	Hold	125	–	–	0.02%	261
2023 Q3	$57.3K	Hold	125	–	–	0.01%	271
2023 Q2	$60.1K	Hold	125	–	–	0.01%	264
2023 Q1	$57.5K	Sell	125 -42	-25%	-$19.6K	0.01%	269
2022 Q4	$74K	Sell	167 -4	-2%	-$1.77K	0.02%	230
2022 Q3	$69K	Sell	171 -29	-15%	-$12.8K	0.02%	246
2022 Q2	$83K	Buy	200 +1	+0.5%	+$452	0.02%	216
2022 Q1	$98K	Sell	199 -1	-0.5%	-$487	0.02%	193
2021 Q4	$103K	Hold	200	–	–	0.02%	200
2021 Q3	$96K	Hold	200	–	–	0.03%	199
2021 Q2	$98K	Buy	200 +1	+0.5%	+$493	0.03%	193
2021 Q1	$95	Hold	199	–	–	0.03%	193
2020 Q4	$84K	Hold	199	–	–	0.03%	193
2020 Q3	$67K	Hold	199	–	–	0.02%	197
2020 Q2	$65K	Hold	199	–	–	0.02%	200
2020 Q1	$52K	Sell	199 -131	-40%	-$44.4K	0.02%	215
2019 Q4	$124K	Buy	+330	New	+$119K	0.05%	153

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

Goldman Sachs New York $871B AUM 31.28% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sugarloaf Wealth Management's MDY Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 13% in Q4 2024, selling an estimated $9.38K and leaving 109 shares worth $62.4K. The position accounts for 0.01% of the portfolio, ranked #277.

Sugarloaf Wealth Management first reported a position in MDY in Q4 2019 and has held it in 21 quarters since. The position peaked at $124K in Q4 2019. 1,402 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

Sugarloaf Wealth Management held 109 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $62.4K as of Q4 2024.
Sugarloaf Wealth Management sold 16 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $9.38K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #277 holding.
Sugarloaf Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $124K in Q4 2019.
1,402 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.