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Freedman Financial Associates’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-25
Closed -$12K – 253
2022
Q1 		$12K Buy
+25
New +$12.2K 0.01% 343

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Freedman Financial Associates's MDY Position: Q2 2022 in Review

Freedman Financial Associates sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2022, closing a stake of 25 shares — an estimated $12K sold.

Freedman Financial Associates first reported a position in MDY in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 1,039 funds tracked by Wall St. Rank hold MDY as of Q2 2022.

  • Freedman Financial Associates reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 25 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2022, an estimated $12K.
  • Freedman Financial Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and held it in 1 quarter.
  • Freedman Financial Associates's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $12K in Q1 2022.
  • 1,039 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.