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

Beacon Pointe 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
2019 Q4	$1.67M	Sell	4,441 -212	-5%	-$76.6K	0.31%	64
2019 Q3	$1.64M	Buy	4,653 +612	+15%	+$214K	0.35%	71
2019 Q2	$1.43M	Buy	4,041 +108	+3%	+$37.7K	0.3%	72
2019 Q1	$1.36M	Hold	3,933	–	–	0.31%	67
2018 Q4	$1.19M	Buy	+3,933	New	+$1.31M	0.43%	57

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors's MDY Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.6% in Q4 2019, selling an estimated $76.6K and leaving 4,441 shares worth $1.67M. The position accounts for 0.31% of the portfolio, ranked #64.

Beacon Pointe Wealth Advisors first reported a position in MDY in Q4 2018 and has held it in 5 quarters since. 932 funds tracked by Wall St. Rank hold MDY as of Q4 2019.

Beacon Pointe Wealth Advisors held 4,441 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.67M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 212 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2019, an estimated $76.6K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.31% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #64 holding.
Beacon Pointe Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 5 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.