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

Capital Wealth Planning’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
2020 Q1	–	Sell	-539	Closed	-$202K	–	258
2019 Q4	$202K	Buy	+539	New	+$195K	0.01%	183
2019 Q3	–	Sell	-615	Closed	-$218K	–	281
2019 Q2	$218K	Buy	+615	New	+$215K	0.02%	222
2014 Q2	–	Sell	-1,070	Closed	-$268K	–	158
2014 Q1	$268K	Buy	+1,070	New	+$262K	0.12%	100

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Capital Wealth Planning's MDY Position: Q1 2020 in Review

Capital Wealth Planning sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2020, closing a stake of 539 shares — an estimated $202K sold.

Capital Wealth Planning first reported a position in MDY in Q1 2014 and held it in 3 quarters. The position peaked at $268K in Q1 2014. 821 funds tracked by Wall St. Rank hold MDY as of Q1 2020.

Capital Wealth Planning reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2020 after selling out during the quarter.
Capital Wealth Planning sold 539 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2020, an estimated $202K.
Capital Wealth Planning first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2014 and held it in 3 quarters.
Capital Wealth Planning's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $268K in Q1 2014.
821 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2020.

Based on Capital Wealth Planning's 13F filing for Q1 2020, filed 30 Apr 2020.