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

Elmwood 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	-26	Closed	-$13K	–	231
2021 Q4	$13K	Buy	+26	New	+$13.2K	0.01%	274
2021 Q2	$13K	Hold	26	–	–	0.01%	243
2021 Q1	$12K	Buy	+26	New	+$11.9K	0.01%	239
2020 Q3	$8K	Hold	26	–	–	0.01%	195
2020 Q2	$8K	Sell	26 -60	-70%	-$18.2K	0.01%	195
2020 Q1	$29.4K	Buy	+86	New	+$29.2K	0.03%	146
2019 Q4	–	Sell	-36	Closed	-$13K	–	183
2019 Q3	$13K	Hold	36	–	–	0.01%	167
2019 Q2	$13K	Sell	36 -50	-58%	-$17.5K	0.01%	178
2019 Q1	$30K	Hold	86	–	–	0.03%	136
2018 Q4	$26K	Hold	86	–	–	0.03%	146
2018 Q3	$31.6K	Hold	86	–	–	0.03%	154
2018 Q2	$30.5K	Hold	86	–	–	0.03%	148
2018 Q1	$29.4K	Buy	+86	New	+$29.9K	0.03%	146

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Elmwood Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2022, closing a stake of 26 shares — an estimated $13K sold.

Elmwood Wealth Management first reported a position in MDY in Q1 2018 and held it in 13 quarters. The position peaked at $31.6K in Q3 2018. 1,101 funds tracked by Wall St. Rank hold MDY as of Q1 2022.

Elmwood 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.
Elmwood Wealth Management sold 26 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2022, an estimated $13K.
Elmwood Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $31.6K in Q3 2018.
1,101 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.