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

BDO Wealth Advisors’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
2023
Q2 		$16.4M Sell
34,320
-160
-0.5% -$72.8K 1.89% 10
2023
Q1 		$15.8M Sell
34,480
-655
-2% -$305K 1.94% 10
2022
Q4 		$15.6M Buy
35,135
+107
+0.3% +$47.3K 1.93% 10
2022
Q3 		$14.1M Sell
35,028
-211
-0.6% -$93.2K 1.87% 12
2022
Q2 		$14.6M Sell
35,239
-681
-2% -$307K 1.79% 12
2022
Q1 		$17.6M Sell
35,920
-66
-0.2% -$32.1K 1.88% 12
2021
Q4 		$18.6M Buy
35,986
+18
+0.1% +$9.16K 1.97% 13
2021
Q3 		$17.3M Buy
35,968
+149
+0.4% +$73.2K 1.9% 13
2021
Q2 		$17.6M Sell
35,819
-139
-0.4% -$68.6K 1.95% 13
2021
Q1 		$17.1M Sell
35,958
-186
-0.5% -$84.8K 2.02% 13
2020
Q4 		$15.2M Buy
36,144
+422
+1% +$163K 2.13% 12
2020
Q3 		$12.1M Sell
35,722
-2,678
-7% -$914K 1.97% 12
2020
Q2 		$12.5M Sell
38,400
-602
-2% -$183K 2.19% 12
2020
Q1 		$10.3M Buy
39,002
+1,072
+3% +$364K 2.07% 12
2019
Q4 		$14.2M Sell
37,930
-2,726
-7% -$985K 3.67% 7
2019
Q3 		$14.3M Sell
40,656
-885
-2% -$310K 3.67% 6
2019
Q2 		$14.7M Sell
41,541
-508
-1% -$178K 4.01% 5
2019
Q1 		$14.5M Sell
42,049
-486
-1% -$163K 4.22% 4
2018
Q4 		$12.9M Sell
42,535
-579
-1% -$193K 4.43% 3
2018
Q3 		$15.8M Sell
43,114
-1,664
-4% -$609K 5.12% 3
2018
Q2 		$15.9M Buy
44,778
+110
+0.2% +$38.7K 5.41% 3
2018
Q1 		$15.3M Sell
44,668
-5,821
-12% -$2.03M 5.73% 3
2017
Q4 		$17.4M Sell
50,489
-3,317
-6% -$1.12M 7.83% 3
2017
Q3 		$17.6M Sell
53,806
-7,909
-13% -$2.51M 8.71% 2
2017
Q2 		$19.6M Buy
+61,715
New +$19.4M 8.56% 2

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BDO Wealth Advisors's MDY Position: Q2 2023 in Review

BDO Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.46% in Q2 2023, selling an estimated $72.8K and leaving 34,320 shares worth $16.4M. The position accounts for 1.89% of the portfolio, ranked #10.

BDO Wealth Advisors first reported a position in MDY in Q2 2017 and has held it in 25 quarters since. The position peaked at $19.6M in Q2 2017. 1,153 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

  • BDO Wealth Advisors held 34,320 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $16.4M as of Q2 2023.
  • BDO Wealth Advisors sold 160 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2023, an estimated $72.8K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.89% of BDO Wealth Advisors's portfolio in Q2 2023, its #10 holding.
  • BDO Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $19.6M in Q2 2017.
  • 1,153 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.