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

TrinityPoint Wealth’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 		$919K Buy
1,613
+44
+3% +$25.8K 0.13% 163
2024
Q3 		$894K Buy
1,569
+67
+4% +$36.9K 0.13% 160
2024
Q2 		$803K Buy
1,502
+556
+59% +$299K 0.13% 162
2024
Q1 		$526K Buy
946
+103
+12% +$53.4K 0.09% 196
2023
Q4 		$428K Buy
843
+65
+8% +$30.2K 0.08% 205
2023
Q3 		$355K Buy
778
+35
+5% +$16.8K 0.07% 211
2023
Q2 		$356K Buy
743
+82
+12% +$37.3K 0.07% 209
2023
Q1 		$303K Sell
661
-45
-6% -$21K 0.06% 216
2022
Q4 		$313K Hold
706
– – 0.07% 210
2022
Q3 		$284K Hold
706
– – 0.06% 214
2022
Q2 		$292K Hold
706
– – 0.06% 215
2022
Q1 		$346K Sell
706
-7
-1% -$3.41K 0.06% 222
2021
Q4 		$369K Buy
713
+137
+24% +$69.7K 0.07% 221
2021
Q3 		$277K Hold
576
– – 0.05% 253
2021
Q2 		$283K Hold
576
– – 0.06% 219
2021
Q1 		$274K Hold
576
– – 0.06% 207
2020
Q4 		$255K Sell
576
-30
-5% -$11.6K 0.06% 205
2020
Q3 		$205K Buy
+606
New +$207K 0.06% 206
2020
Q1 		– Sell
-642
Closed -$241K – 206
2019
Q4 		$241K Hold
642
– – 0.08% 191
2019
Q3 		$233K Buy
+642
New +$225K 0.08% 187

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TrinityPoint Wealth's MDY Position: Q4 2024 in Review

TrinityPoint Wealth increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.8% in Q4 2024, buying an estimated $25.8K and bringing the position to 1,613 shares worth $919K. The position accounts for 0.13% of the portfolio, ranked #163.

TrinityPoint Wealth first reported a position in MDY in Q3 2019 and has held it in 20 quarters since. 1,402 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

  • TrinityPoint Wealth held 1,613 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $919K as of Q4 2024.
  • TrinityPoint Wealth bought 44 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $25.8K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.13% of TrinityPoint Wealth's portfolio in Q4 2024, its #163 holding.
  • TrinityPoint Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2019 and has held it in 20 quarters since.
  • 1,402 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.