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

Aveo Capital Partners’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 Q2	–	Sell	-1,149	Closed	-$302K	–	113
2020 Q1	$302K	Buy	1,149 +37	+3%	+$12.5K	0.15%	116
2019 Q4	$417K	Buy	1,112 +35	+3%	+$12.7K	0.17%	117
2019 Q3	$391K	Buy	1,077 +72	+7%	+$25.2K	0.16%	112
2019 Q2	$363K	Buy	1,005 +273	+37%	+$95.4K	0.16%	115
2019 Q1	$253K	Buy	732 +31	+4%	+$10.4K	0.12%	134
2018 Q4	$212K	Buy	701 +79	+13%	+$26.3K	0.11%	122
2018 Q3	$211K	Buy	+622	New	+$228K	0.09%	128
2017 Q1	–	Sell	-11,355	Closed	-$3.43M	–	192
2016 Q4	$3.43M	Buy	+11,355	New	+$3.28M	0.98%	16

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

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

Aveo Capital Partners's MDY Position: Q2 2020 in Review

Aveo Capital Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2020, closing a stake of 1,149 shares — an estimated $302K sold.

Aveo Capital Partners first reported a position in MDY in Q4 2016 and held it in 8 quarters. The position peaked at $3.43M in Q4 2016. 845 funds tracked by Wall St. Rank hold MDY as of Q2 2020.

Aveo Capital Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2020 after selling out during the quarter.
Aveo Capital Partners sold 1,149 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2020, an estimated $302K.
Aveo Capital Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and held it in 8 quarters.
Aveo Capital Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.43M in Q4 2016.
845 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2020.

Based on Aveo Capital Partners's 13F filing for Q2 2020, filed 12 Aug 2020.