Financial Synergies Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Financial Synergies Wealth Advisors’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	-6	Closed	-$2.43K	–	486
2022 Q3	$2.43K	Hold	6	–	–	﹤0.01%	215
2022 Q2	$2.5K	Buy	+6	New	+$2.71K	﹤0.01%	221

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

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

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

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

Financial Synergies Wealth Advisors's MDY Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2022, closing a stake of 6 shares — an estimated $2.43K sold.

Financial Synergies Wealth Advisors first reported a position in MDY in Q2 2022 and held it in 2 quarters. The position peaked at $2.5K in Q2 2022. 1,147 funds tracked by Wall St. Rank hold MDY as of Q4 2022.

Financial Synergies Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2022 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 6 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2022, an estimated $2.43K.
Financial Synergies Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and held it in 2 quarters.
Financial Synergies Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.5K in Q2 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 Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.