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1776 Wealth’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

1776 Wealth’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
2020
Q3 		– Sell
-450
Closed -$146K – 232
2020
Q2 		$146K Sell
450
-570
-56% -$173K 0.1% 117
2020
Q1 		$325K Buy
1,020
+510
+100% +$173K 0.14% 112
2019
Q4 		$191K Buy
+510
New +$184K 0.16% 101

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
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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

1776 Wealth's MDY Position: Q3 2020 in Review

1776 Wealth sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2020, closing a stake of 450 shares — an estimated $146K sold.

1776 Wealth first reported a position in MDY in Q4 2019 and held it in 3 quarters. The position peaked at $325K in Q1 2020. 852 funds tracked by Wall St. Rank hold MDY as of Q3 2020.

  • 1776 Wealth reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2020 after selling out during the quarter.
  • 1776 Wealth sold 450 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2020, an estimated $146K.
  • 1776 Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and held it in 3 quarters.
  • 1776 Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $325K in Q1 2020.
  • 852 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.