Wilbanks Smith & Thomas Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q1	$338K	Sell	608 -7	-1%	-$3.63K	0.01%	409
2023 Q4	$312K	Sell	615 -12	-2%	-$5.57K	0.01%	419
2023 Q3	$286K	Sell	627 -17	-3%	-$8.15K	0.01%	411
2023 Q2	$308K	Buy	644 +1	+0.2%	+$455	0.01%	409
2023 Q1	$295K	Buy	643 +142	+28%	+$66.2K	0.01%	405
2022 Q4	$222K	Buy	+501	New	+$222K	0.01%	457
2022 Q2	–	Sell	-449	Closed	-$208K	–	500
2022 Q1	$208K	Sell	449 -15	-3%	-$7.3K	0.01%	474
2021 Q4	$240K	Hold	464	–	–	0.01%	461
2021 Q3	$223K	Sell	464 -62	-12%	-$30.5K	0.01%	458
2021 Q2	$258K	Sell	526 -63	-11%	-$31.1K	0.01%	427
2021 Q1	$280K	Buy	589 +34	+6%	+$15.5K	0.01%	382
2020 Q4	$233K	Buy	+555	New	+$214K	0.01%	384
2020 Q1	–	Sell	-829	Closed	-$311K	–	416
2019 Q4	$311K	Buy	829 +32	+4%	+$11.6K	0.02%	320
2019 Q3	$281K	Hold	797	–	–	0.02%	325
2019 Q2	$283K	Sell	797 -15	-2%	-$5.24K	0.02%	322
2019 Q1	$280K	Buy	812 +16	+2%	+$5.38K	0.02%	321
2018 Q4	$241K	Sell	796 -8	-1%	-$2.66K	0.02%	303
2018 Q3	$295K	Hold	804	–	–	0.02%	307
2018 Q2	$285K	Buy	804 +91	+13%	+$32K	0.02%	270
2018 Q1	$244K	Sell	713 -28	-4%	-$9.74K	0.02%	298
2017 Q4	$256K	Sell	741 -20	-3%	-$6.74K	0.02%	288
2017 Q3	$248K	Buy	+761	New	+$242K	0.02%	282
2017 Q2	–	Sell	-649	Closed	-$203K	–	344
2017 Q1	$203K	Sell	649 -1,076	-62%	-$334K	0.02%	308
2016 Q4	$521K	Buy	+1,725	New	+$499K	0.05%	168

Other funds holding MDY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MDY Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.1% in Q1 2024, selling an estimated $3.63K and leaving 608 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #409.

Wilbanks Smith & Thomas Asset Management first reported a position in MDY in Q4 2016 and has held it in 24 quarters since. The position peaked at $521K in Q4 2016. 1,295 funds tracked by Wall St. Rank hold MDY as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 608 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $338K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management sold 7 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2024, an estimated $3.63K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #409 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 24 quarters since.
Wilbanks Smith & Thomas Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $521K in Q4 2016.
1,295 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.