B. Riley Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

B. Riley 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
2022 Q2	$1.71K	Sell	4,139 -204	-5%	-$92.1K	﹤0.01%	229
2022 Q1	$2.13M	Sell	4,343 -1,231	-22%	-$599K	0.16%	129
2021 Q4	$2.89M	Sell	5,574 -306	-5%	-$156K	0.2%	107
2021 Q3	$2.83M	Sell	5,880 -190	-3%	-$93.3K	0.22%	102
2021 Q2	$2.98M	Buy	6,070 +858	+16%	+$423K	0.33%	78
2021 Q1	$2.48M	Buy	5,212 +1,509	+41%	+$688K	0.29%	85
2020 Q4	$1.55M	Buy	3,703 +168	+5%	+$64.7K	0.2%	108
2020 Q3	$1.2M	Buy	3,535 +100	+3%	+$34.1K	0.14%	134
2020 Q2	$1.11M	Sell	3,435 -962	-22%	-$292K	0.12%	152
2020 Q1	$1.16M	Buy	4,397 +71	+2%	+$24.1K	0.12%	159
2019 Q4	$1.62M	Buy	4,326 +726	+20%	+$262K	0.24%	95
2019 Q3	$1.27M	Buy	+3,600	New	+$1.26M	0.22%	104
2019 Q2	–	Sell	-9,905	Closed	-$3.42M	–	420
2019 Q1	$3.42M	Buy	9,905 +3,128	+46%	+$1.05M	0.59%	40
2018 Q4	$2.05M	Buy	6,777 +3,644	+116%	+$1.21M	0.43%	54
2018 Q3	$1.15M	Buy	+3,133	New	+$1.15M	0.28%	86
2016 Q1	$717K	Buy	2,730 +131	+5%	+$31.9K	1.07%	25
2015 Q4	$660K	Sell	2,599 -46	-2%	-$12K	0.84%	31
2015 Q3	$658K	Sell	2,645 -43	-2%	-$11.4K	0.93%	27
2015 Q2	$734K	Buy	2,688 +5	+0.2%	+$1.39K	0.58%	30
2015 Q1	$743K	Buy	2,683 +59	+2%	+$15.9K	0.56%	38
2014 Q4	$692K	Sell	2,624 -204	-7%	-$52.2K	0.57%	37
2014 Q3	$705K	Sell	2,828 -59	-2%	-$15.1K	0.52%	40
2014 Q2	$752K	Sell	2,887 -429	-13%	-$107K	0.49%	38
2014 Q1	$831K	Buy	+3,316	New	+$813K	0.61%	27

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

B. Riley Wealth Management's MDY Position: Q2 2022 in Review

B. Riley Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.7% in Q2 2022, selling an estimated $92.1K and leaving 4,139 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

B. Riley Wealth Management first reported a position in MDY in Q1 2014 and has held it in 24 quarters since. The position peaked at $3.42M in Q1 2019. 1,039 funds tracked by Wall St. Rank hold MDY as of Q2 2022.

B. Riley Wealth Management held 4,139 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.71K as of Q2 2022.
B. Riley Wealth Management sold 204 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2022, an estimated $92.1K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #229 holding.
B. Riley Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2014 and has held it in 24 quarters since.
B. Riley Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.42M in Q1 2019.
1,039 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.