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

Altium 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
2022 Q2	$495K	Hold	1,196	–	–	0.04%	241
2022 Q1	$587K	Hold	1,196	–	–	0.04%	236
2021 Q4	$619K	Hold	1,196	–	–	0.04%	213
2021 Q3	$575K	Hold	1,196	–	–	0.04%	205
2021 Q2	$587K	Hold	1,196	–	–	0.04%	202
2021 Q1	$569K	Hold	1,196	–	–	0.05%	194
2020 Q4	$502K	Hold	1,196	–	–	0.04%	195
2020 Q3	$405K	Sell	1,196 -178	-13%	-$60.8K	0.04%	217
2020 Q2	$446K	Hold	1,374	–	–	0.05%	188
2020 Q1	$361K	Sell	1,374 -34	-2%	-$11.5K	0.05%	181
2019 Q4	$529K	Hold	1,408	–	–	0.06%	164
2019 Q3	$496K	Hold	1,408	–	–	0.07%	161
2019 Q2	$499K	Hold	1,408	–	–	0.07%	161
2019 Q1	$486K	Sell	1,408 -2,691	-66%	-$905K	0.08%	161
2018 Q4	$1.24M	Sell	4,099 -500	-11%	-$166K	0.24%	60
2018 Q3	$1.69M	Hold	4,599	–	–	0.32%	45
2018 Q2	$1.63M	Buy	4,599 +630	+16%	+$221K	0.44%	42
2018 Q1	$1.36M	Hold	3,969	–	–	0.53%	36
2017 Q4	$1.38M	Buy	+3,969	New	+$1.34M	0.63%	32

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

Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Altium Wealth Management's MDY Position: Q2 2022 in Review

Altium Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2022 at 1,196 shares worth $495K. The position accounts for 0.04% of the portfolio, ranked #241.

Altium Wealth Management first reported a position in MDY in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.69M in Q3 2018. 1,039 funds tracked by Wall St. Rank hold MDY as of Q2 2022.

Altium Wealth Management held 1,196 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $495K as of Q2 2022.
Altium Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2022.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #241 holding.
Altium Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.69M in Q3 2018.
1,039 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.