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

Hayden Royal’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	–	Sell	-1,712	Closed	-$841K	–	154
2021 Q2	$841K	Buy	1,712 +22	+1%	+$10.9K	0.46%	60
2021 Q1	$806K	Buy	+1,690	New	+$771K	0.46%	60
2020 Q4	–	Sell	-2,044	Closed	-$694K	–	521
2020 Q3	$694K	Buy	+2,044	New	+$698K	0.37%	68
2020 Q2	–	Sell	-2,054	Closed	-$542K	–	220
2020 Q1	$542K	Sell	2,054 -123	-6%	-$41.7K	0.32%	84
2019 Q4	$829K	Sell	2,177 -94	-4%	-$34K	0.42%	61
2019 Q3	$800K	Hold	2,271	–	–	0.7%	45
2019 Q2	$803K	Sell	2,271 -70	-3%	-$24.5K	0.86%	33
2019 Q1	$811K	Sell	2,341 -333	-12%	-$112K	1.06%	29
2018 Q4	$809K	Buy	+2,674	New	+$890K	0.41%	57

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

Hayden Royal's MDY Position: Q3 2021 in Review

Hayden Royal sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2021, closing a stake of 1,712 shares — an estimated $841K sold.

Hayden Royal first reported a position in MDY in Q4 2018 and held it in 9 quarters. The position peaked at $841K in Q2 2021. 1,023 funds tracked by Wall St. Rank hold MDY as of Q3 2021.

Hayden Royal reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 1,712 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2021, an estimated $841K.
Hayden Royal first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and held it in 9 quarters.
Hayden Royal's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $841K 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 Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.