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

HC Financial 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
2022 Q2	$32K	Hold	78	–	–	0.02%	152
2022 Q1	$38K	Buy	78 +1	+1%	+$487	0.02%	149
2021 Q4	$40K	Hold	77	–	–	0.02%	154
2021 Q3	$37K	Hold	77	–	–	0.02%	146
2021 Q2	$38K	Hold	77	–	–	0.02%	148
2021 Q1	$37K	Hold	77	–	–	0.02%	151
2020 Q4	$32K	Sell	77 -21	-21%	-$8.09K	0.02%	169
2020 Q3	$33K	Sell	98 -75	-43%	-$25.6K	0.02%	147
2020 Q2	$56K	Buy	173 +6	+4%	+$1.82K	0.04%	102
2020 Q1	$44K	Buy	+167	New	+$56.6K	0.04%	115

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HC Financial Advisors's MDY Position: Q2 2022 in Review

HC Financial Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2022 at 78 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #152.

HC Financial Advisors first reported a position in MDY in Q1 2020 and has held it in 10 quarters since. The position peaked at $56K in Q2 2020. 1,040 funds tracked by Wall St. Rank hold MDY as of Q2 2022.

HC Financial Advisors held 78 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $32K as of Q2 2022.
HC Financial Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2022.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #152 holding.
HC Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $56K in Q2 2020.
1,040 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.