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Bivin & Associates’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bivin & Associates’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 		$92K Hold
222
– – 0.1% 58
2022
Q1 		$109K Hold
222
– – 0.1% 59
2021
Q4 		$115K Buy
+222
New +$113K 0.1% 62

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bivin & Associates's MDY Position: Q2 2022 in Review

Bivin & Associates held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2022 at 222 shares worth $92K. The position accounts for 0.1% of the portfolio, ranked #58.

Bivin & Associates first reported a position in MDY in Q4 2021 and has held it in 3 quarters since. The position peaked at $115K in Q4 2021. 1,040 funds tracked by Wall St. Rank hold MDY as of Q2 2022.

  • Bivin & Associates held 222 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $92K as of Q2 2022.
  • Bivin & Associates left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2022.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Bivin & Associates's portfolio in Q2 2022, its #58 holding.
  • Bivin & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $115K in Q4 2021.
  • 1,040 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.