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Center for Financial Planning’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Center for Financial 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
2021
Q1 		– Sell
-74
Closed -$31K – 533
2020
Q4 		$31K Buy
+74
New +$28.5K 0.01% 244

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Veritable
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Center for Financial Planning's MDY Position: Q1 2021 in Review

Center for Financial Planning sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2021, closing a stake of 74 shares — an estimated $31K sold.

Center for Financial Planning first reported a position in MDY in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 1,027 funds tracked by Wall St. Rank hold MDY as of Q1 2021.

  • Center for Financial Planning reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2021 after selling out during the quarter.
  • Center for Financial Planning sold 74 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2021, an estimated $31K.
  • Center for Financial Planning first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 1 quarter.
  • Center for Financial Planning's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $31K in Q4 2020.
  • 1,027 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2021.

Based on Center for Financial Planning's 13F filing for Q1 2021, filed 10 May 2021.