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

Drive 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
Q1 		– Sell
-2,590
Closed -$1.34M – 179
2021
Q4 		$1.34M Buy
+2,590
New +$1.32M 1.18% 13

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Drive Wealth Management's MDY Position: Q1 2022 in Review

Drive Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2022, closing a stake of 2,590 shares — an estimated $1.34M sold.

Drive Wealth Management first reported a position in MDY in Q4 2021 and held it in 1 quarter. The position peaked at $1.34M in Q4 2021. 1,101 funds tracked by Wall St. Rank hold MDY as of Q1 2022.

  • Drive Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2022 after selling out during the quarter.
  • Drive Wealth Management sold 2,590 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2022, an estimated $1.34M.
  • Drive Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and held it in 1 quarter.
  • Drive Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.34M in Q4 2021.
  • 1,101 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2022.

Based on Drive Wealth Management's 13F filing for Q1 2022, filed 15 Nov 2022.