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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 – 114
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

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Northern Trust
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
V
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return