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FAIM
Financial Advocates Investment Management’s
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
Stock Holding History
Financial Advocates Investment 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
Q3
–
Sell
-1,321
Closed
-$547K
–
799
2022
Q2
$547K
Sell
1,321
-78
-6%
-$35.2K
0.04%
381
2022
Q1
$687K
Sell
1,399
-14
-1%
-$6.81K
0.05%
375
2021
Q4
$732K
Buy
1,413
+8
+0.6%
+$4.07K
0.05%
398
2021
Q3
$675K
Buy
+1,405
New
+$690K
0.05%
401
2021
Q2
–
Sell
-1,138
Closed
-$542K
–
802
2021
Q1
$542K
Sell
1,138
-52
-4%
-$23.7K
0.04%
464
2020
Q4
$500K
Sell
1,190
-110
-8%
-$42.4K
0.04%
450
2020
Q3
$440K
Buy
1,300
+296
+29%
+$101K
0.04%
397
2020
Q2
$326K
Sell
1,004
-122
-11%
-$37K
0.03%
449
2020
Q1
$296K
Sell
1,126
-399
-26%
-$135K
0.04%
357
2019
Q4
$573K
Sell
1,525
-11
-0.7%
-$3.98K
0.06%
289
2019
Q3
$542K
Sell
1,536
-148
-9%
-$51.9K
0.06%
274
2019
Q2
$597K
Buy
1,684
+43
+3%
+$15K
0.07%
254
2019
Q1
$567K
Sell
1,641
-2,969
-64%
-$999K
0.07%
248
2018
Q4
$1.4M
Sell
4,610
-3,338
-42%
-$1.11M
0.19%
130
2018
Q3
$2.92M
Buy
7,948
+1,302
+20%
+$477K
0.33%
78
2018
Q2
$2.36M
Sell
6,646
-45
-0.7%
-$15.8K
0.29%
90
2018
Q1
$2.29M
Sell
6,691
-173
-3%
-$60.2K
0.3%
83
2017
Q4
$2.37M
Buy
+6,864
New
+$2.31M
0.32%
75
Other funds holding MDY
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$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
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$501B 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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
V
Veritable
Wilmington, Delaware
$6.17B AUM
17.32%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
CWA
CM Wealth Advisors
Beachwood, Ohio
$470M AUM
19.08%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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