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

Tyler-Stone 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
2025
Q2 		$373K Sell
658
-30
-4% -$16.1K 0.06% 231
2025
Q1 		$367K Hold
688
– – 0.07% 219
2024
Q4 		$392K Hold
688
– – 0.07% 217
2024
Q3 		$392K Buy
688
+344
+100% +$190K 0.07% 216
2024
Q2 		$184K Buy
344
+9
+3% +$4.84K 0.08% 200
2024
Q1 		$186K Hold
335
– – 0.08% 201
2023
Q4 		$170K Hold
335
– – 0.09% 194
2023
Q3 		$153K Hold
335
– – 0.09% 190
2023
Q2 		$160K Buy
+335
New +$153K 0.09% 188
2022
Q4 		$148K Hold
335
– – 0.1% 183
2022
Q3 		$135K Hold
335
– – 0.1% 178
2022
Q2 		$139K Hold
335
– – 0.09% 193
2022
Q1 		$164K Hold
335
– – 0.09% 199
2021
Q4 		$173K Buy
+335
New +$170K 0.09% 205

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MCM
Moore Capital Management New York $2.75B AUM 35.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return