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

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-120
Closed -$57K – 756
2021
Q3 		$57K Buy
+120
New +$58.9K 0.01% 308

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MDY Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2021, closing a stake of 120 shares — an estimated $57K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MDY in Q3 2021 and held it in 1 quarter. The position peaked at $57K in Q3 2021. 1,126 funds tracked by Wall St. Rank hold MDY as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 120 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2021, an estimated $57K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $57K in Q3 2021.
  • 1,126 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.