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

Aurora Private Wealth’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	–	Sell	-565	Closed	-$234K	–	183
2022 Q2	$234K	Buy	565 +1	+0.2%	+$452	0.11%	146
2022 Q1	$277K	Sell	564 -75	-12%	-$36.5K	0.11%	149
2021 Q4	$331K	Hold	639	–	–	0.14%	127
2021 Q3	$307K	Sell	639 -1,151	-64%	-$565K	0.12%	154
2021 Q2	$879K	Buy	+1,790	New	+$883K	0.35%	64
2020 Q1	–	Sell	-989	Closed	-$371K	–	260
2019 Q4	$371K	Buy	+989	New	+$357K	0.13%	125

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Aurora Private Wealth's MDY Position: Q3 2022 in Review

Aurora Private Wealth sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2022, closing a stake of 565 shares — an estimated $234K sold.

Aurora Private Wealth first reported a position in MDY in Q4 2019 and held it in 6 quarters. The position peaked at $879K in Q2 2021. 1,052 funds tracked by Wall St. Rank hold MDY as of Q3 2022.

Aurora Private Wealth reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2022 after selling out during the quarter.
Aurora Private Wealth sold 565 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2022, an estimated $234K.
Aurora Private Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and held it in 6 quarters.
Aurora Private Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $879K in Q2 2021.
1,052 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2022.

Based on Aurora Private Wealth's 13F filing for Q3 2022, filed 12 Oct 2022.