Buffington Mohr McNeal’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Buffington Mohr McNeal’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 Q1	–	Sell	-466	Closed	-$241K	–	129
2021 Q4	$241K	Sell	466 -5	-1%	-$2.54K	0.04%	126
2021 Q3	$226K	Hold	471	–	–	0.04%	117
2021 Q2	$231K	Sell	471 -107	-19%	-$52.8K	0.05%	119
2021 Q1	$275K	Hold	578	–	–	0.06%	112
2020 Q4	$243K	Buy	+578	New	+$223K	0.06%	113
2020 Q1	–	Sell	-707	Closed	-$265K	–	111
2019 Q4	$265K	Hold	707	–	–	0.07%	104
2019 Q3	$249K	Hold	707	–	–	0.08%	107
2019 Q2	$251K	Sell	707 -40	-5%	-$14K	0.08%	111
2019 Q1	$258K	Sell	747 -266	-26%	-$89.5K	0.08%	111
2018 Q4	$307K	Sell	1,013 -302	-23%	-$101K	0.12%	105
2018 Q3	$483K	Hold	1,315	–	–	0.17%	94
2018 Q2	$467K	Buy	1,315 +5	+0.4%	+$1.76K	0.18%	91
2018 Q1	$448K	Sell	1,310 -180	-12%	-$62.6K	0.17%	95
2017 Q4	$515K	Sell	1,490 -25	-2%	-$8.42K	0.2%	88
2017 Q3	$506K	Hold	1,515	–	–	0.2%	88
2017 Q2	$481K	Buy	+1,515	New	+$477K	0.19%	91

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Buffington Mohr McNeal's MDY Position: Q1 2022 in Review

Buffington Mohr McNeal sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2022, closing a stake of 466 shares — an estimated $241K sold.

Buffington Mohr McNeal first reported a position in MDY in Q2 2017 and held it in 16 quarters. The position peaked at $515K in Q4 2017. 1,101 funds tracked by Wall St. Rank hold MDY as of Q1 2022.

Buffington Mohr McNeal reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2022 after selling out during the quarter.
Buffington Mohr McNeal sold 466 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2022, an estimated $241K.
Buffington Mohr McNeal first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2017 and held it in 16 quarters.
Buffington Mohr McNeal's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $515K in Q4 2017.
1,101 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2022.

Based on Buffington Mohr McNeal's 13F filing for Q1 2022, filed 2 May 2022.