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

BerganKDV 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
2023 Q2	$213K	Hold	444	–	–	0.02%	229
2023 Q1	$204K	Hold	444	–	–	0.02%	231
2022 Q4	$197K	Hold	444	–	–	0.02%	235
2022 Q3	$178K	Hold	444	–	–	0.02%	237
2022 Q2	$184K	Hold	444	–	–	0.02%	244
2022 Q1	$218K	Sell	444 -319	-42%	-$155K	0.02%	237
2021 Q4	$395K	Hold	763	–	–	0.04%	204
2021 Q3	$367K	Buy	763 +319	+72%	+$157K	0.04%	204
2021 Q2	$218K	Hold	444	–	–	0.03%	238
2021 Q1	$211K	Hold	444	–	–	0.03%	234
2020 Q4	$186K	Hold	444	–	–	0.03%	225
2020 Q3	$150K	Hold	444	–	–	0.02%	235
2020 Q2	$144K	Hold	444	–	–	0.02%	243
2020 Q1	$117K	Hold	444	–	–	0.02%	242
2019 Q4	$167K	Hold	444	–	–	0.03%	236
2019 Q3	$156K	Hold	444	–	–	0.03%	222
2019 Q2	$157K	Sell	444 -10	-2%	-$3.5K	0.03%	226
2019 Q1	$157K	Hold	454	–	–	0.03%	224
2018 Q4	$137K	Buy	454 +10	+2%	+$3.33K	0.03%	209
2018 Q3	$163K	Hold	444	–	–	0.04%	214
2018 Q2	$158K	Buy	+444	New	+$156K	0.04%	214

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

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BerganKDV Wealth Management's MDY Position: Q2 2023 in Review

BerganKDV Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2023 at 444 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #229.

BerganKDV Wealth Management first reported a position in MDY in Q2 2018 and has held it in 21 quarters since. The position peaked at $395K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

BerganKDV Wealth Management held 444 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $213K as of Q2 2023.
BerganKDV Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2023.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of BerganKDV Wealth Management's portfolio in Q2 2023, its #229 holding.
BerganKDV Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $395K in Q4 2021.
1,155 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.