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Access Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Access Financial Services’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
2019
Q4 		– Sell
-1,121
Closed -$395K – 78
2019
Q3 		$395K Hold
1,121
– – 0.28% 60
2019
Q2 		$397K Buy
+1,121
New +$392K 0.3% 60

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Access Financial Services's MDY Position: Q4 2019 in Review

Access Financial Services sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2019, closing a stake of 1,121 shares — an estimated $395K sold.

Access Financial Services first reported a position in MDY in Q2 2019 and held it in 2 quarters. The position peaked at $397K in Q2 2019. 933 funds tracked by Wall St. Rank hold MDY as of Q4 2019.

  • Access Financial Services reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2019 after selling out during the quarter.
  • Access Financial Services sold 1,121 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2019, an estimated $395K.
  • Access Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2019 and held it in 2 quarters.
  • Access Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $397K in Q2 2019.
  • 933 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2019.

Based on Access Financial Services's 13F filing for Q4 2019, filed 21 Jan 2020.