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ZIM
Zacks Investment Management’s
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
Stock Holding History
Zacks Investment 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
2025
Q3
–
Sell
-683
Closed
-$387K
–
810
2025
Q2
$387K
Sell
683
-14
-2%
-$7.51K
﹤0.01%
519
2025
Q1
$372K
Buy
697
+68
+11%
+$38.6K
﹤0.01%
516
2024
Q4
$358K
Buy
629
+19
+3%
+$11.1K
﹤0.01%
527
2024
Q3
$348K
Sell
610
-740
-55%
-$408K
﹤0.01%
536
2024
Q2
$722K
Buy
1,350
+744
+123%
+$400K
0.01%
392
2024
Q1
$337K
Buy
606
+20
+3%
+$10.4K
﹤0.01%
521
2023
Q4
$297K
Buy
586
+2
+0.3%
+$929
﹤0.01%
528
2023
Q3
$267K
Sell
584
-637
-52%
-$305K
﹤0.01%
528
2023
Q2
$585K
Buy
1,221
+295
+32%
+$134K
0.01%
443
2023
Q1
$425K
Buy
926
+46
+5%
+$21.4K
0.01%
471
2022
Q4
$390K
Buy
880
+211
+32%
+$93.3K
0.01%
472
2022
Q3
$269K
Buy
+669
New
+$295K
﹤0.01%
499
2022
Q2
–
Sell
-693
Closed
-$340K
–
612
2022
Q1
$340K
Sell
693
-4
-0.6%
-$1.95K
﹤0.01%
499
2021
Q4
$361K
Sell
697
-1
-0.1%
-$509
0.01%
513
2021
Q3
$336K
Buy
698
+113
+19%
+$55.5K
0.01%
499
2021
Q2
$287K
Buy
585
+24
+4%
+$11.8K
﹤0.01%
524
2021
Q1
$267K
Buy
+561
New
+$256K
﹤0.01%
466
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
$501B AUM
22.01%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
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
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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