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 -60	-12%	-$18.2K	0.1%	117
2020 Q1	$134K	Hold	510	–	–	0.11%	112
2019 Q4	$191K	Buy	+510	New	+$184K	0.16%	101

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $191K in Q4 2019. 851 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 $191K in Q4 2019.
851 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.