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

WR Wealth Planners’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	$10.3K	Buy	18 +9	+100%	+$5.28K	﹤0.01%	587
2024 Q3	$5.13K	Hold	9	–	–	﹤0.01%	739
2024 Q2	$4.82K	Hold	9	–	–	﹤0.01%	724
2024 Q1	$5.01K	Buy	+9	New	+$4.66K	﹤0.01%	718
2023 Q4	–	Sell	-9	Closed	-$4.11K	–	586
2023 Q3	$4.11K	Hold	9	–	–	﹤0.01%	700
2023 Q2	$4.31K	Hold	9	–	–	﹤0.01%	701
2023 Q1	$4.13K	Buy	+9	New	+$4.2K	﹤0.01%	707

Other funds holding MDY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WR Wealth Planners's MDY Position: Q4 2024 in Review

WR Wealth Planners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 100% in Q4 2024, buying an estimated $5.28K and bringing the position to 18 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

WR Wealth Planners first reported a position in MDY in Q1 2023 and has held it in 7 quarters since. 1,403 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

WR Wealth Planners held 18 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $10.3K as of Q4 2024.
WR Wealth Planners bought 9 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $5.28K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #587 holding.
WR Wealth Planners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 7 quarters since.
1,403 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.