Alera Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Alera Investment Advisors’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 Q1	–	Sell	-393	Closed	-$203K	–	186
2021 Q4	$203K	Buy	+393	New	+$200K	0.06%	96
2019 Q2	–	Sell	-237	Closed	-$82K	–	622
2019 Q1	$82K	Sell	237 -648	-73%	-$218K	0.04%	118
2018 Q4	$268K	Buy	+885	New	+$295K	0.16%	70

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Alera Investment Advisors's MDY Position: Q1 2022 in Review

Alera Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2022, closing a stake of 393 shares — an estimated $203K sold.

Alera Investment Advisors first reported a position in MDY in Q4 2018 and held it in 3 quarters. The position peaked at $268K in Q4 2018. 1,098 funds tracked by Wall St. Rank hold MDY as of Q1 2022.

Alera Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2022 after selling out during the quarter.
Alera Investment Advisors sold 393 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2022, an estimated $203K.
Alera Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and held it in 3 quarters.
Alera Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $268K in Q4 2018.
1,098 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2022.

Based on Alera Investment Advisors's 13F filing for Q1 2022, filed 10 May 2022.