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

American Portfolios 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 Q3	$3.82M	Sell	9,511 -1,703	-15%	-$752K	0.16%	127
2022 Q2	$4.64M	Buy	11,214 +4,401	+65%	+$1.99M	0.19%	108
2022 Q1	$3.34M	Sell	6,813 -171	-2%	-$83.2K	0.11%	187
2021 Q4	$3.62M	Sell	6,984 -10,371	-60%	-$5.28M	0.12%	166
2021 Q3	$8.35M	Buy	17,355 +1,914	+12%	+$940K	0.31%	58
2021 Q2	$7.58M	Buy	15,441 +1,716	+13%	+$846K	0.29%	66
2021 Q1	$6.53M	Buy	13,725 +9,913	+260%	+$4.52M	0.29%	68
2020 Q4	$1.6M	Buy	3,812 +128	+3%	+$49.3K	0.08%	239
2020 Q3	$1.25M	Buy	3,684 +1,710	+87%	+$584K	0.07%	243
2020 Q2	$641K	Buy	1,974 +515	+35%	+$156K	0.04%	376
2020 Q1	$384K	Sell	1,459 -87	-6%	-$29.5K	0.03%	434
2019 Q4	$580K	Sell	1,546 -51	-3%	-$18.4K	0.04%	384
2019 Q3	$563K	Buy	1,597 +19	+1%	+$6.66K	0.05%	364
2019 Q2	$560K	Buy	1,578 +64	+4%	+$22.4K	0.05%	359
2019 Q1	$523K	Buy	1,514 +517	+52%	+$174K	0.05%	361
2018 Q4	$302K	Sell	997 -249	-20%	-$82.9K	0.04%	409
2018 Q3	$458K	Buy	1,246 +93	+8%	+$34.1K	0.05%	341
2018 Q2	$409K	Sell	1,153 -12	-1%	-$4.22K	0.06%	324
2018 Q1	$398K	Sell	1,165 -430	-27%	-$150K	0.06%	315
2017 Q4	$551K	Buy	+1,595	New	+$537K	0.09%	230

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Portfolios Advisors's MDY Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 15% in Q3 2022, selling an estimated $752K and leaving 9,511 shares worth $3.82M. The position accounts for 0.16% of the portfolio, ranked #127.

American Portfolios Advisors first reported a position in MDY in Q4 2017 and has held it in 20 quarters since. The position peaked at $8.35M in Q3 2021. 1,050 funds tracked by Wall St. Rank hold MDY as of Q3 2022.

American Portfolios Advisors held 9,511 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.82M as of Q3 2022.
American Portfolios Advisors sold 1,703 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2022, an estimated $752K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.16% of American Portfolios Advisors's portfolio in Q3 2022, its #127 holding.
American Portfolios Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.35M in Q3 2021.
1,050 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.