Advisor Resource Council’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Advisor Resource Council’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
2022 Q3	–	Sell	-521	Closed	-$216K	–	352
2022 Q2	$216K	Buy	+521	New	+$235K	0.02%	454
2022 Q1	–	Sell	-544	Closed	-$282K	–	400
2021 Q4	$282K	Buy	+544	New	+$277K	0.02%	455
2021 Q3	–	Sell	-832	Closed	-$409K	–	364
2021 Q2	$409K	Buy	+832	New	+$410K	0.04%	341

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Advisor Resource Council's MDY Position: Q3 2022 in Review

Advisor Resource Council sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2022, closing a stake of 521 shares — an estimated $216K sold.

Advisor Resource Council first reported a position in MDY in Q2 2021 and held it in 3 quarters. The position peaked at $409K in Q2 2021. 1,052 funds tracked by Wall St. Rank hold MDY as of Q3 2022.

Advisor Resource Council reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2022 after selling out during the quarter.
Advisor Resource Council sold 521 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2022, an estimated $216K.
Advisor Resource Council first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2021 and held it in 3 quarters.
Advisor Resource Council's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $409K in Q2 2021.
1,052 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.