GenWealth Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

GenWealth Group’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
2020 Q1	–	Sell	-615	Closed	-$230K	–	65
2019 Q4	$230K	Sell	615 -10	-2%	-$3.61K	0.09%	63
2019 Q3	$220K	Sell	625 -10	-2%	-$3.5K	0.09%	63
2019 Q2	$225K	Hold	635	–	–	0.1%	61
2019 Q1	$222K	Sell	635 -81	-11%	-$27.2K	0.1%	57
2018 Q4	$216K	Sell	716 -11	-2%	-$3.66K	0.11%	57
2018 Q3	$264K	Hold	727	–	–	0.12%	55
2018 Q2	$258K	Sell	727 -86	-11%	-$30.2K	0.13%	54
2018 Q1	$277K	Sell	813 -56	-6%	-$19.5K	0.14%	51
2017 Q4	$314K	Buy	869 +132	+18%	+$44.5K	0.16%	52
2017 Q3	$240K	Buy	+737	New	+$234K	0.14%	49

Other funds holding MDY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return