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

USA Financial Formulas’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	–	Sell	-55	Closed	-$31.3K	–	337
2024 Q3	$31.3K	Sell	55 -131,915	-100%	-$72.7M	﹤0.01%	232
2024 Q2	$70.6M	Buy	+131,970	New	+$71M	11.45%	5
2023 Q4	–	Sell	-3	Closed	-$1.37K	–	462
2023 Q3	$1.37K	Hold	3	–	–	﹤0.01%	374
2023 Q2	$1.44K	Hold	3	–	–	﹤0.01%	343
2023 Q1	$1.38K	Buy	+3	New	+$1.4K	﹤0.01%	270
2022 Q3	$1K	Buy	+2	New	+$883	﹤0.01%	255
2021 Q4	–	Sell	-10	Closed	-$5K	–	450
2021 Q3	$5K	Sell	10 -4	-29%	-$1.97K	﹤0.01%	273
2021 Q2	$7K	Hold	14	–	–	0.01%	248
2021 Q1	$7K	Buy	+14	New	+$6.38K	0.01%	228

Other funds holding MDY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 $761B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

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