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APSP
Asset Planning Services (Pennsylvania)’s
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
Stock Holding History
Asset Planning Services (Pennsylvania)’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
-829
Closed
-$281K
–
76
2020
Q3
$281K
Sell
829
-56
-6%
-$19.1K
0.12%
67
2020
Q2
$287K
Hold
885
–
–
0.12%
65
2020
Q1
$233K
Hold
885
–
–
0.12%
66
2019
Q4
$332K
Sell
885
-6
-0.7%
-$2.17K
0.14%
65
2019
Q3
$314K
Hold
891
–
–
0.14%
63
2019
Q2
$316K
Buy
891
+1
+0.1%
+$349
0.14%
63
2019
Q1
$308K
Sell
890
-21
-2%
-$7.06K
0.14%
61
2018
Q4
$276K
Hold
911
–
–
0.14%
59
2018
Q3
$317K
Sell
911
-16
-2%
-$5.86K
0.15%
56
2018
Q2
$329K
Sell
927
-17
-2%
-$5.98K
0.16%
54
2018
Q1
$323K
Sell
944
-59
-6%
-$20.5K
0.17%
54
2017
Q4
$346K
Hold
1,003
–
–
0.18%
55
2017
Q3
$327K
Hold
1,003
–
–
0.18%
54
2017
Q2
$318K
Buy
1,003
+521
+108%
+$164K
0.2%
53
2017
Q1
$151K
Sell
482
-14
-3%
-$4.34K
0.1%
78
2016
Q4
$150K
Hold
496
–
–
0.12%
70
2016
Q3
$140K
Sell
496
-22
-4%
-$6.2K
0.12%
73
2016
Q2
$141K
Buy
518
+1
+0.2%
+$267
0.12%
77
2016
Q1
$136K
Hold
517
–
–
0.12%
82
2015
Q4
$131K
Hold
517
–
–
0.13%
68
2015
Q3
$129K
Buy
517
+1
+0.2%
+$265
0.13%
65
2015
Q2
$141K
Buy
+516
New
+$143K
0.14%
64
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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