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

Frontier 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 Q2	$13M	Hold	31,400	–	–	0.94%	21
2022 Q1	$14.9M	Sell	31,400 -294	-0.9%	-$143K	0.19%	22
2021 Q4	$16.4M	Sell	31,694 -40	-0.1%	-$20.4K	1.08%	22
2021 Q3	$15.3M	Buy	31,734 +1	+0%	+$491	1.05%	24
2021 Q2	$15.6M	Sell	31,733 -30	-0.1%	-$14.8K	1.09%	18
2021 Q1	$15.1M	Buy	31,763 +4,501	+17%	+$2.05M	1.16%	17
2020 Q4	$11.4M	Sell	27,262 -23	-0.1%	-$8.86K	0.94%	20
2020 Q3	$9.24M	Sell	27,285 -249	-0.9%	-$85K	0.85%	24
2020 Q2	$8.94M	Sell	27,534 -160	-0.6%	-$48.5K	0.82%	24
2020 Q1	$7.28M	Sell	27,694 -499	-2%	-$169K	1.19%	16
2019 Q4	$10.6M	Buy	28,193 +1	+0%	+$361	1.7%	8
2019 Q3	$9.94M	Sell	28,192 -9,988	-26%	-$3.5M	1.47%	11
2019 Q2	$13.5M	Buy	38,180 +9,920	+35%	+$3.47M	2%	10
2019 Q1	$9.76M	Buy	28,260 +31	+0.1%	+$10.4K	1.32%	11
2018 Q4	$8.54M	Buy	28,229 +1	+0%	+$333	1.3%	13
2018 Q3	$10.4M	Sell	28,228 -2,699	-9%	-$988K	0.99%	10
2018 Q2	$11M	Sell	30,927 -4,799	-13%	-$1.69M	1.57%	9
2018 Q1	$12.2M	Buy	35,726 +34,673	+3,293%	+$12.1M	1.71%	9
2017 Q4	$364K	Sell	1,053 -35,831	-97%	-$12.1M	0.06%	245
2017 Q3	$12M	Buy	36,884 +1	+0%	+$318	1.73%	8
2017 Q2	$11.7M	Sell	36,883 -2,099	-5%	-$661K	1.79%	7
2017 Q1	$12.2M	Buy	38,982 +1	+0%	+$310	1.86%	7
2016 Q4	$11.8M	Buy	+38,981	New	+$11.3M	1.92%	4
2015 Q2	–	Sell	-33,148	Closed	-$9.19M	–	370
2015 Q1	$9.19M	Buy	+33,148	New	+$8.93M	1.48%	9

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

Frontier Wealth Management's MDY Position: Q2 2022 in Review

Frontier Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2022 at 31,400 shares worth $13M. The position accounts for 0.94% of the portfolio, ranked #21.

Frontier Wealth Management first reported a position in MDY in Q1 2015 and has held it in 24 quarters since. The position peaked at $16.4M in Q4 2021. 1,041 funds tracked by Wall St. Rank hold MDY as of Q2 2022.

Frontier Wealth Management held 31,400 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $13M as of Q2 2022.
Frontier Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2022.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.94% of Frontier Wealth Management's portfolio in Q2 2022, its #21 holding.
Frontier Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2015 and has held it in 24 quarters since.
Frontier Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $16.4M in Q4 2021.
1,041 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.