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

Atlas Private 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
2021 Q2	–	Sell	-50	Closed	-$24K	–	264
2021 Q1	$24K	Hold	50	–	–	0.02%	246
2020 Q4	$21K	Hold	50	–	–	0.02%	255
2020 Q3	$17K	Hold	50	–	–	0.01%	270
2020 Q2	$16K	Hold	50	–	–	0.01%	289
2020 Q1	$13K	Hold	50	–	–	0.01%	286
2019 Q4	$19K	Buy	+50	New	+$18.1K	0.01%	297

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

Atlas Private Wealth Management's MDY Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2021, closing a stake of 50 shares — an estimated $24K sold.

Atlas Private Wealth Management first reported a position in MDY in Q4 2019 and held it in 6 quarters. The position peaked at $24K in Q1 2021. 1,040 funds tracked by Wall St. Rank hold MDY as of Q2 2021.

Atlas Private Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 50 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2021, an estimated $24K.
Atlas Private Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $24K in Q1 2021.
1,040 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.