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

Walden Wealth Partners’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
Q2 		$1.14M Hold
2,122
– – 0.63% 24
2024
Q1 		$1.15M Hold
2,122
– – 0.67% 24
2023
Q4 		$1.08M Buy
+2,122
New +$985K 0.68% 24

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Walden Wealth Partners's MDY Position: Q2 2024 in Review

Walden Wealth Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2024 at 2,122 shares worth $1.14M. The position accounts for 0.63% of the portfolio, ranked #24.

Walden Wealth Partners first reported a position in MDY in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.15M in Q1 2024. 1,287 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

  • Walden Wealth Partners held 2,122 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.14M as of Q2 2024.
  • Walden Wealth Partners left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2024.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.63% of Walden Wealth Partners's portfolio in Q2 2024, its #24 holding.
  • Walden Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.15M in Q1 2024.
  • 1,287 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.