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

Hochman Cole Investment 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 Q2	–	Sell	-500	Closed	-$238K	–	130
2021 Q1	$238K	Sell	500 -109	-18%	-$49.7K	0.1%	113
2020 Q4	$256K	Hold	609	–	–	0.11%	106
2020 Q3	$206K	Buy	+609	New	+$208K	0.1%	111
2020 Q1	–	Sell	-609	Closed	-$229K	–	116
2019 Q4	$229K	Hold	609	–	–	0.12%	107
2019 Q3	$215K	Sell	609 -14	-2%	-$4.91K	0.13%	104
2019 Q2	$221K	Hold	623	–	–	0.13%	105
2019 Q1	$215K	Buy	+623	New	+$210K	0.13%	106
2018 Q4	–	Sell	-623	Closed	-$229K	–	118
2018 Q3	$229K	Hold	623	–	–	0.14%	99
2018 Q2	$221K	Hold	623	–	–	0.15%	95
2018 Q1	$213K	Hold	623	–	–	0.15%	92
2017 Q4	$215K	Hold	623	–	–	0.14%	94
2017 Q3	$203K	Buy	+623	New	+$198K	0.13%	95

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hochman Cole Investment Advisors's MDY Position: Q2 2021 in Review

Hochman Cole Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2021, closing a stake of 500 shares — an estimated $238K sold.

Hochman Cole Investment Advisors first reported a position in MDY in Q3 2017 and held it in 12 quarters. The position peaked at $256K in Q4 2020. 1,040 funds tracked by Wall St. Rank hold MDY as of Q2 2021.

Hochman Cole Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2021 after selling out during the quarter.
Hochman Cole Investment Advisors sold 500 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2021, an estimated $238K.
Hochman Cole Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2017 and held it in 12 quarters.
Hochman Cole Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $256K in Q4 2020.
1,040 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q2 2021, filed 23 Aug 2021.