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

Unionview LLC’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	$7.71M	Sell	13,534 -188	-1%	-$110K	5.65%	6
2024 Q3	$7.82M	Buy	13,722 +28	+0.2%	+$15.4K	6.08%	5
2024 Q2	$7.33M	Sell	13,694 -75	-0.5%	-$40.3K	5.98%	5
2024 Q1	$7.66M	Buy	13,769 +32	+0.2%	+$16.6K	6.34%	4
2023 Q4	$6.97M	Sell	13,737 -717	-5%	-$333K	6.26%	4
2023 Q3	$6.6M	Buy	14,454 +373	+3%	+$179K	6.24%	3
2023 Q2	$6.74M	Buy	14,081 +176	+1%	+$80.1K	6.16%	3
2023 Q1	$6.37M	Buy	13,905 +83	+0.6%	+$38.7K	5.98%	4
2022 Q4	$6.12M	Buy	13,822 +919	+7%	+$406K	6.12%	4
2022 Q3	$5.18M	Buy	12,903 +171	+1%	+$75.5K	5.92%	4
2022 Q2	$5.26M	Buy	12,732 +783	+7%	+$354K	5.88%	4
2022 Q1	$5.86M	Buy	11,949 +189	+2%	+$92K	5.48%	4
2021 Q4	$6.09M	Buy	+11,760	New	+$5.98M	5.69%	5

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

Unionview LLC's MDY Position: Q4 2024 in Review

Unionview LLC reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.4% in Q4 2024, selling an estimated $110K and leaving 13,534 shares worth $7.71M. The position accounts for 5.65% of the portfolio, ranked #6.

Unionview LLC first reported a position in MDY in Q4 2021 and has held it in 13 quarters since. The position peaked at $7.82M in Q3 2024. 1,403 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

Unionview LLC held 13,534 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.71M as of Q4 2024.
Unionview LLC sold 188 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $110K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 5.65% of Unionview LLC's portfolio in Q4 2024, its #6 holding.
Unionview LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 13 quarters since.
Unionview LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.82M in Q3 2024.
1,403 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.