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

Harborview Advisors’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 Q3	$433K	Hold	900	–	–	0.24%	67
2021 Q2	$442K	Hold	900	–	–	0.25%	67
2021 Q1	$428K	Sell	900 -100	-10%	-$45.6K	0.26%	67
2020 Q4	$420K	Hold	1,000	–	–	0.28%	64
2020 Q3	$339K	Hold	1,000	–	–	0.26%	68
2020 Q2	$324K	Buy	1,000 +84	+9%	+$25.5K	0.27%	66
2020 Q1	$241K	Hold	916	–	–	0.24%	72
2019 Q4	$344K	Hold	916	–	–	0.26%	58
2019 Q3	$323K	Hold	916	–	–	0.26%	57
2019 Q2	$325K	Buy	916 +125	+16%	+$43.7K	0.26%	56
2019 Q1	$273K	Hold	791	–	–	0.24%	58
2018 Q4	$239K	Hold	791	–	–	0.28%	45
2018 Q3	$291K	Sell	791 -100	-11%	-$36.6K	0.3%	45
2018 Q2	$316K	Sell	891 -50	-5%	-$17.6K	0.29%	52
2018 Q1	$322K	Sell	941 -56	-6%	-$19.5K	0.31%	47
2017 Q4	$344K	Buy	+997	New	+$336K	0.33%	43

Other funds holding MDY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harborview Advisors's MDY Position: Q3 2021 in Review

Harborview Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2021 at 900 shares worth $433K. The position accounts for 0.24% of the portfolio, ranked #67.

Harborview Advisors first reported a position in MDY in Q4 2017 and has held it in 16 quarters since. The position peaked at $442K in Q2 2021. 1,023 funds tracked by Wall St. Rank hold MDY as of Q3 2021.

Harborview Advisors held 900 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $433K as of Q3 2021.
Harborview Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2021.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.24% of Harborview Advisors's portfolio in Q3 2021, its #67 holding.
Harborview Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $442K in Q2 2021.
1,023 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.