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

West Financial Advisors’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 Q1	–	Sell	-49	Closed	-$27.9K	–	215
2024 Q4	$27.9K	Buy	+49	New	+$28.7K	0.01%	119
2023 Q1	–	Sell	-38	Closed	-$16.8K	–	168
2022 Q4	$16.8K	Hold	38	–	–	﹤0.01%	105
2022 Q3	$15K	Hold	38	–	–	﹤0.01%	131
2022 Q2	$16K	Hold	38	–	–	﹤0.01%	120
2022 Q1	$19K	Hold	38	–	–	0.01%	124
2021 Q4	$20K	Buy	+38	New	+$19.3K	0.01%	135

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

West Financial Advisors's MDY Position: Q1 2025 in Review

West Financial Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 49 shares — an estimated $27.9K sold.

West Financial Advisors first reported a position in MDY in Q4 2021 and held it in 6 quarters. The position peaked at $27.9K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

West Financial Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
West Financial Advisors sold 49 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $27.9K.
West Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and held it in 6 quarters.
West Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $27.9K in Q4 2024.
1,361 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on West Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.