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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GenWealth Group's MDY Position: Q1 2020 in Review

GenWealth Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2020, closing a stake of 615 shares — an estimated $230K sold.

GenWealth Group first reported a position in MDY in Q3 2017 and held it in 10 quarters. The position peaked at $314K in Q4 2017. 821 funds tracked by Wall St. Rank hold MDY as of Q1 2020.

GenWealth Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2020 after selling out during the quarter.
GenWealth Group sold 615 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2020, an estimated $230K.
GenWealth Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2017 and held it in 10 quarters.
GenWealth Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $314K in Q4 2017.
821 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2020.

Based on GenWealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.