Aspire Private Capital’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-8	Closed	-$3K	–	497
2020 Q3	$3K	Sell	8 -4	-33%	-$1.36K	﹤0.01%	348
2020 Q2	$4K	Sell	12 -4,460	-100%	-$1.35M	﹤0.01%	238
2020 Q1	$1.18M	Buy	4,472 +89	+2%	+$30.2K	0.64%	35
2019 Q4	$1.65M	Sell	4,383 -35	-0.8%	-$12.7K	0.71%	37
2019 Q3	$1.56M	Sell	4,418 -4,316	-49%	-$1.51M	0.74%	35
2019 Q2	$3.1M	Sell	8,734 -2,443	-22%	-$854K	1.48%	17
2019 Q1	$3.86M	Sell	11,177 -2,903	-21%	-$977K	1.94%	11
2018 Q4	$4.26M	Buy	+14,080	New	+$4.69M	2.46%	8

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aspire Private Capital's MDY Position: Q4 2020 in Review

Aspire Private Capital sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2020, closing a stake of 8 shares — an estimated $3K sold.

Aspire Private Capital first reported a position in MDY in Q4 2018 and held it in 8 quarters. The position peaked at $4.26M in Q4 2018. 963 funds tracked by Wall St. Rank hold MDY as of Q4 2020.

Aspire Private Capital reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2020 after selling out during the quarter.
Aspire Private Capital sold 8 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2020, an estimated $3K.
Aspire Private Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and held it in 8 quarters.
Aspire Private Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.26M in Q4 2018.
963 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2020.

Based on Aspire Private Capital's 13F filing for Q4 2020, filed 16 Feb 2021.