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

Affinity Wealth 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
2020 Q1	–	Sell	-10,739	Closed	-$4.03M	–	83
2019 Q4	$4.03M	Sell	10,739 -110	-1%	-$39.8K	1.49%	14
2019 Q3	$3.82M	Sell	10,849 -820	-7%	-$287K	1.54%	12
2019 Q2	$4.14M	Sell	11,669 -346	-3%	-$121K	1.62%	10
2019 Q1	$4.15M	Sell	12,015 -10,410	-46%	-$3.5M	1.65%	11
2018 Q4	$6.79M	Buy	+22,425	New	+$7.47M	4.11%	6

Other funds holding MDY

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Affinity Wealth Management's MDY Position: Q1 2020 in Review

Affinity Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2020, closing a stake of 10,739 shares — an estimated $4.03M sold.

Affinity Wealth Management first reported a position in MDY in Q4 2018 and held it in 5 quarters. The position peaked at $6.79M in Q4 2018. 821 funds tracked by Wall St. Rank hold MDY as of Q1 2020.

Affinity Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2020 after selling out during the quarter.
Affinity Wealth Management sold 10,739 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2020, an estimated $4.03M.
Affinity Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and held it in 5 quarters.
Affinity Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $6.79M in Q4 2018.
821 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2020.

Based on Affinity Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.