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

Hedeker Wealth’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	-487	Closed	-$234K	–	91
2021 Q3	$234K	Buy	487 +29	+6%	+$14.2K	0.07%	87
2021 Q2	$224K	Buy	+458	New	+$226K	0.07%	75
2017 Q2	–	Sell	-1,030	Closed	-$321K	–	89
2017 Q1	$321K	Sell	1,030 -415	-29%	-$129K	0.3%	84
2016 Q4	$435K	Buy	1,445 +1,053	+269%	+$304K	0.36%	76
2016 Q3	$1.39K	Sell	392 -1,440	-79%	-$406K	0.07%	94
2016 Q2	$498K	Buy	+1,832	New	+$490K	0.44%	87
2015 Q4	–	Sell	-3,062	Closed	-$762K	–	159
2015 Q3	$762K	Buy	+3,062	New	+$811K	0.66%	45

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Hedeker Wealth's MDY Position: Q4 2021 in Review

Hedeker Wealth sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2021, closing a stake of 487 shares — an estimated $234K sold.

Hedeker Wealth first reported a position in MDY in Q3 2015 and held it in 7 quarters. The position peaked at $762K in Q3 2015. 1,126 funds tracked by Wall St. Rank hold MDY as of Q4 2021.

Hedeker Wealth reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2021 after selling out during the quarter.
Hedeker Wealth sold 487 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2021, an estimated $234K.
Hedeker Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2015 and held it in 7 quarters.
Hedeker Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $762K in Q3 2015.
1,126 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2021.

Based on Hedeker Wealth's 13F filing for Q4 2021, filed 1 Feb 2022.