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

Clear Perspective 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
2021 Q4	$226K	Sell	436 -4	-0.9%	-$2.04K	0.07%	161
2021 Q3	$212K	Hold	440	–	–	0.07%	158
2021 Q2	$216K	Sell	440 -63	-13%	-$31.1K	0.08%	157
2021 Q1	$239K	Buy	+503	New	+$229K	0.09%	142
2018 Q3	–	Sell	-441	Closed	-$157K	–	320
2018 Q2	$157K	Hold	441	–	–	0.11%	159
2018 Q1	$151K	Buy	441 +41	+10%	+$14.3K	0.11%	154
2017 Q4	$138K	Hold	400	–	–	0.11%	160
2017 Q3	$131K	Hold	400	–	–	0.11%	163
2017 Q2	$127K	Hold	400	–	–	0.11%	155
2017 Q1	$125K	Hold	400	–	–	0.08%	153
2016 Q4	$121K	Buy	+400	New	+$116K	0.08%	155

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Clear Perspective Advisors's MDY Position: Q4 2021 in Review

Clear Perspective Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.91% in Q4 2021, selling an estimated $2.04K and leaving 436 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #161.

Clear Perspective Advisors first reported a position in MDY in Q4 2016 and has held it in 11 quarters since. The position peaked at $239K in Q1 2021. 1,126 funds tracked by Wall St. Rank hold MDY as of Q4 2021.

Clear Perspective Advisors held 436 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $226K as of Q4 2021.
Clear Perspective Advisors sold 4 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2021, an estimated $2.04K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Clear Perspective Advisors's portfolio in Q4 2021, its #161 holding.
Clear Perspective Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 11 quarters since.
Clear Perspective Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $239K in Q1 2021.
1,126 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.