Transamerica Financial Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Transamerica Financial Advisors’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
2023 Q4	–	Sell	-40	Closed	-$19K	–	647
2023 Q3	$19K	Hold	40	–	–	﹤0.01%	305
2023 Q2	$20K	Hold	40	–	–	﹤0.01%	285
2023 Q1	$19K	Buy	+40	New	+$18.6K	﹤0.01%	299
2019 Q3	–	Sell	-3,242	Closed	-$1.15M	–	372
2019 Q2	$1.15M	Buy	+3,242	New	+$1.13M	0.25%	83
2019 Q1	–	Sell	-3,554	Closed	-$1.08M	–	332
2018 Q4	$1.08M	Buy	3,554 +618	+21%	+$206K	0.28%	72
2018 Q3	$1.08M	Sell	2,936 -2,178	-43%	-$798K	0.23%	91
2018 Q2	$1.82M	Buy	5,114 +181	+4%	+$63.6K	0.4%	64
2018 Q1	$1.69M	Buy	4,933 +459	+10%	+$160K	0.25%	110
2017 Q4	$1.55M	Buy	4,474 +26	+0.6%	+$8.76K	0.2%	127
2017 Q3	$1.45M	Buy	4,448 +4,445	+148,167%	+$1.41M	0.18%	131
2017 Q2	$1K	Sell	3 -10,929	-100%	-$3.44M	﹤0.01%	356
2017 Q1	$3.42M	Sell	10,932 -9,352	-46%	-$2.9M	0.41%	75
2016 Q4	$6.12M	Buy	+20,284	New	+$5.86M	0.73%	36
2016 Q3	–	Sell	-9,914	Closed	-$2.7M	–	431
2016 Q2	$2.7M	Buy	9,914 +9,899	+65,993%	+$2.65M	0.27%	97
2016 Q1	$4K	Sell	15 -231	-94%	-$56.2K	﹤0.01%	629
2015 Q4	$63K	Sell	246 -16,002	-98%	-$4.16M	﹤0.01%	376
2015 Q3	$4.04M	Sell	16,248 -11,183	-41%	-$2.96M	0.32%	57
2015 Q2	$7.49M	Buy	27,431 +27,358	+37,477%	+$7.61M	0.54%	33
2015 Q1	$21K	Buy	+73	New	+$19.7K	﹤0.01%	538

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

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

Transamerica Financial Advisors's MDY Position: Q4 2023 in Review

Transamerica Financial Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2023, closing a stake of 40 shares — an estimated $19K sold.

Transamerica Financial Advisors first reported a position in MDY in Q1 2015 and held it in 19 quarters. The position peaked at $7.49M in Q2 2015. 1,232 funds tracked by Wall St. Rank hold MDY as of Q4 2023.

Transamerica Financial Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2023 after selling out during the quarter.
Transamerica Financial Advisors sold 40 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2023, an estimated $19K.
Transamerica Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2015 and held it in 19 quarters.
Transamerica Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.49M in Q2 2015.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2023.

Based on Transamerica Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.