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White Pine Investment Company’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

White Pine Investment Company’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 		– Sell
-397
Closed -$221K – 64
2024
Q1 		$221K Sell
397
-1,679
-81% -$870K 0.07% 62
2023
Q4 		$1.05M Sell
2,076
-222
-10% -$103K 0.34% 48
2023
Q3 		$1.05M Buy
2,298
+249
+12% +$119K 0.37% 50
2023
Q2 		$981K Buy
2,049
+115
+6% +$52.4K 0.34% 50
2023
Q1 		$887K Buy
1,934
+193
+11% +$90K 0.32% 51
2022
Q4 		$771K Buy
1,741
+379
+28% +$168K 0.29% 52
2022
Q3 		$547K Buy
1,362
+394
+41% +$174K 0.23% 52
2022
Q2 		$400K Buy
968
+55
+6% +$24.8K 0.16% 51
2022
Q1 		$448K Buy
+913
New +$444K 0.15% 50
2020
Q1 		– Sell
-660
Closed -$248K – 63
2019
Q4 		$248K Hold
660
– – 0.1% 59
2019
Q3 		$233K Hold
660
– – 0.11% 56
2019
Q2 		$234K Hold
660
– – 0.11% 55
2019
Q1 		$228K Buy
+660
New +$222K 0.11% 53
2018
Q4 		– Sell
-660
Closed -$243K – 54
2018
Q3 		$243K Sell
660
-26
-4% -$9.52K 0.12% 49
2018
Q2 		$244K Sell
686
-13
-2% -$4.57K 0.13% 47
2018
Q1 		$239K Buy
699
+26
+4% +$9.05K 0.12% 52
2017
Q4 		$232K Sell
673
-29
-4% -$9.77K 0.11% 53
2017
Q3 		$229K Buy
702
+29
+4% +$9.22K 0.12% 55
2017
Q2 		$214K Buy
+673
New +$212K 0.11% 56

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

White Pine Investment Company's MDY Position: Q2 2024 in Review

White Pine Investment Company sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 397 shares — an estimated $221K sold.

White Pine Investment Company first reported a position in MDY in Q2 2017 and held it in 19 quarters. The position peaked at $1.05M in Q4 2023. 1,288 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

  • White Pine Investment Company reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
  • White Pine Investment Company sold 397 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $221K.
  • White Pine Investment Company first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2017 and held it in 19 quarters.
  • White Pine Investment Company's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.05M in Q4 2023.
  • 1,288 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on White Pine Investment Company's 13F filing for Q2 2024, filed 24 Jul 2024.