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

Goepper Burkhardt’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
Q1 		– Sell
-780
Closed -$328K – 64
2020
Q4 		$328K Buy
+780
New +$300K 0.24% 44

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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goepper Burkhardt's MDY Position: Q1 2021 in Review

Goepper Burkhardt sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2021, closing a stake of 780 shares — an estimated $328K sold.

Goepper Burkhardt first reported a position in MDY in Q4 2020 and held it in 1 quarter. The position peaked at $328K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold MDY as of Q1 2021.

  • Goepper Burkhardt reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2021 after selling out during the quarter.
  • Goepper Burkhardt sold 780 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2021, an estimated $328K.
  • Goepper Burkhardt first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 1 quarter.
  • Goepper Burkhardt's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $328K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2021.

Based on Goepper Burkhardt's 13F filing for Q1 2021, filed 11 May 2021.