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Wintrust Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Wintrust Investments’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
-53
Closed -$30K – 486
2024
Q3 		$30K Sell
53
-477
-90% -$263K 0.02% 403
2024
Q2 		$284K Buy
530
+1
+0.2% +$538 0.02% 390
2024
Q1 		$294K Hold
529
– – 0.03% 377
2023
Q4 		$268K Hold
529
– – 0.03% 365
2023
Q3 		$242K Hold
529
– – 0.03% 357
2023
Q2 		$253K Buy
+529
New +$241K 0.03% 363
2022
Q4 		– Sell
-584
Closed -$235K – 398
2022
Q3 		$235K Hold
584
– – 0.03% 351
2022
Q2 		$241K Sell
584
-21
-3% -$9.48K 0.03% 338
2022
Q1 		$297K Hold
605
– – 0.03% 333
2021
Q4 		$313K Hold
605
– – 0.03% 329
2021
Q3 		$291K Hold
605
– – 0.04% 220
2021
Q2 		$297K Hold
605
– – 0.03% 342
2021
Q1 		$288K Buy
+605
New +$276K 0.03% 335
2020
Q3 		– Sell
-785
Closed -$255K – 363
2020
Q2 		$255K Sell
785
-705
-47% -$214K 0.04% 291
2020
Q1 		$392K Sell
1,490
-77
-5% -$26.1K 0.06% 203
2019
Q4 		$588K Buy
1,567
+44
+3% +$15.9K 0.08% 184
2019
Q3 		$537K Sell
1,523
-58
-4% -$20.3K 0.08% 191
2019
Q2 		$561K Sell
1,581
-3
-0.2% -$1.05K 0.09% 187
2019
Q1 		$547K Sell
1,584
-34
-2% -$11.4K 0.09% 188
2018
Q4 		$490K Sell
1,618
-18
-1% -$5.99K 0.09% 185
2018
Q3 		$601K Buy
1,636
+58
+4% +$21.2K 0.1% 190
2018
Q2 		$560K Buy
+1,578
New +$555K 0.1% 192

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wintrust Investments's MDY Position: Q4 2024 in Review

Wintrust Investments sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2024, closing a stake of 53 shares — an estimated $30K sold.

Wintrust Investments first reported a position in MDY in Q2 2018 and held it in 22 quarters. The position peaked at $601K in Q3 2018. 1,407 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

  • Wintrust Investments reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 53 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $30K.
  • Wintrust Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2018 and held it in 22 quarters.
  • Wintrust Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $601K in Q3 2018.
  • 1,407 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.