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

Destiny Wealth Partners’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 		– Sell
-45
Closed -$22K – 560
2021
Q3 		$22K Buy
+45
New +$22.1K ﹤0.01% 371
2021
Q2 		– Sell
-45
Closed -$21K – 372
2021
Q1 		$21K Hold
45
– – ﹤0.01% 362
2020
Q4 		$19K Buy
+45
New +$17.3K ﹤0.01% 371

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Destiny Wealth Partners's MDY Position: Q4 2021 in Review

Destiny Wealth Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2021, closing a stake of 45 shares — an estimated $22K sold.

Destiny Wealth Partners first reported a position in MDY in Q4 2020 and held it in 3 quarters. The position peaked at $22K in Q3 2021. 1,125 funds tracked by Wall St. Rank hold MDY as of Q4 2021.

  • Destiny Wealth Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2021 after selling out during the quarter.
  • Destiny Wealth Partners sold 45 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2021, an estimated $22K.
  • Destiny Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 3 quarters.
  • Destiny Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $22K in Q3 2021.
  • 1,125 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2021.

Based on Destiny Wealth Partners's 13F filing for Q4 2021, filed 20 Jan 2022.