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

Burt 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
2022 Q3	–	Sell	-525	Closed	-$217K	–	96
2022 Q2	$217K	Hold	525	–	–	0.08%	88
2022 Q1	$257K	Hold	525	–	–	0.08%	86
2021 Q4	$272K	Hold	525	–	–	0.09%	76
2021 Q3	$252K	Hold	525	–	–	0.08%	83
2021 Q2	$258K	Hold	525	–	–	0.09%	79
2021 Q1	$250K	Sell	525 -38	-7%	-$17.3K	0.09%	78
2020 Q4	$236K	Hold	563	–	–	0.08%	80
2020 Q3	$191K	Hold	563	–	–	0.07%	84
2020 Q2	$183K	Hold	563	–	–	0.07%	86
2020 Q1	$148K	Hold	563	–	–	0.07%	95
2019 Q4	$211K	Sell	563 -390	-41%	-$141K	0.08%	81
2019 Q3	$336K	Hold	953	–	–	0.14%	57
2019 Q2	$338K	Hold	953	–	–	0.15%	51
2019 Q1	$329K	Hold	953	–	–	0.15%	56
2018 Q4	$288K	Hold	953	–	–	0.14%	64
2018 Q3	$350K	Hold	953	–	–	0.16%	53
2018 Q2	$338K	Hold	953	–	–	0.16%	52
2018 Q1	$326K	Hold	953	–	–	0.17%	50
2017 Q4	$329K	Hold	953	–	–	0.2%	53
2017 Q3	$311K	Hold	953	–	–	0.2%	51
2017 Q2	$334K	Hold	953	–	–	0.23%	46
2017 Q1	$298K	Sell	953 -101	-10%	-$31.3K	0.21%	48
2016 Q4	$318K	Sell	1,054 -202	-16%	-$58.4K	0.28%	52
2016 Q3	$354K	Hold	1,256	–	–	0.38%	37
2016 Q2	$341K	Hold	1,256	–	–	0.38%	37
2016 Q1	$330K	Buy	1,256 +1	+0.1%	+$243	0.3%	38
2015 Q4	$318K	Hold	1,255	–	–	0.25%	44
2015 Q3	$312K	Hold	1,255	–	–	0.39%	34
2015 Q2	$343K	Buy	1,255 +1	+0.1%	+$278	0.37%	40
2015 Q1	$348K	Sell	1,254 -1	-0.1%	-$270	0.35%	32
2014 Q4	$331K	Buy	+1,255	New	+$321K	0.35%	39

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Burt Wealth Advisors's MDY Position: Q3 2022 in Review

Burt Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2022, closing a stake of 525 shares — an estimated $217K sold.

Burt Wealth Advisors first reported a position in MDY in Q4 2014 and held it in 31 quarters. The position peaked at $354K in Q3 2016. 1,052 funds tracked by Wall St. Rank hold MDY as of Q3 2022.

Burt Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2022 after selling out during the quarter.
Burt Wealth Advisors sold 525 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2022, an estimated $217K.
Burt Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and held it in 31 quarters.
Burt Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $354K in Q3 2016.
1,052 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2022.

Based on Burt Wealth Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.