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

AJ Wealth Strategies’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
2023 Q2	$417K	Buy	871 +3	+0.3%	+$1.37K	0.02%	197
2023 Q1	$398K	Buy	868 +32	+4%	+$14.9K	0.02%	201
2022 Q4	$370K	Sell	836 -475	-36%	-$210K	0.02%	209
2022 Q3	$527K	Buy	1,311 +2	+0.2%	+$883	0.03%	175
2022 Q2	$541K	Buy	1,309 +2	+0.2%	+$903	0.03%	179
2022 Q1	$641K	Buy	1,307 +828	+173%	+$403K	0.03%	175
2021 Q4	$248K	Hold	479	–	–	0.01%	262
2021 Q3	$230K	Buy	+479	New	+$235K	0.01%	262

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AJ Wealth Strategies's MDY Position: Q2 2023 in Review

AJ Wealth Strategies increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.35% in Q2 2023, buying an estimated $1.37K and bringing the position to 871 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #197.

AJ Wealth Strategies first reported a position in MDY in Q3 2021 and has held it in 8 quarters since. The position peaked at $641K in Q1 2022. 1,153 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

AJ Wealth Strategies held 871 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $417K as of Q2 2023.
AJ Wealth Strategies bought 3 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2023, an estimated $1.37K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #197 holding.
AJ Wealth Strategies first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and has held it in 8 quarters since.
AJ Wealth Strategies's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $641K in Q1 2022.
1,153 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.