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

Concentrum Wealth Management’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
Q4 		– Sell
-575
Closed -$231K – 63
2022
Q3 		$231K Buy
+575
New +$254K 0.2% 50

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
V
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Concentrum Wealth Management's MDY Position: Q4 2022 in Review

Concentrum Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2022, closing a stake of 575 shares — an estimated $231K sold.

Concentrum Wealth Management first reported a position in MDY in Q3 2022 and held it in 1 quarter. The position peaked at $231K in Q3 2022. 1,147 funds tracked by Wall St. Rank hold MDY as of Q4 2022.

  • Concentrum Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2022 after selling out during the quarter.
  • Concentrum Wealth Management sold 575 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2022, an estimated $231K.
  • Concentrum Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and held it in 1 quarter.
  • Concentrum Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $231K in Q3 2022.
  • 1,147 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2022.

Based on Concentrum Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.