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

Hoover 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
2021 Q2	$1.1M	Hold	2,251	–	–	0.2%	50
2021 Q1	$1.11M	Buy	2,251 +9	+0.4%	+$4.1K	0.21%	45
2020 Q4	$1M	Sell	2,242 -104	-4%	-$40.1K	0.25%	38
2020 Q3	$795K	Sell	2,346 -269	-10%	-$91.8K	0.26%	37
2020 Q2	$849K	Buy	2,615 +1,806	+223%	+$548K	0.33%	32
2020 Q1	$213K	Buy	809 +3	+0.4%	+$1.02K	0.12%	76
2019 Q4	$303K	Sell	806 -24	-3%	-$8.68K	0.15%	71
2019 Q3	$292K	Buy	830 +3	+0.4%	+$1.05K	0.26%	45
2019 Q2	$293K	Buy	827 +2	+0.2%	+$699	0.27%	43
2019 Q1	$285K	Buy	825 +3	+0.4%	+$1.01K	0.27%	45
2018 Q4	$249K	Buy	+822	New	+$274K	0.27%	49

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Hoover Financial Advisors's MDY Position: Q2 2021 in Review

Hoover Financial Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2021 at 2,251 shares worth $1.1M. The position accounts for 0.2% of the portfolio, ranked #50.

Hoover Financial Advisors first reported a position in MDY in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.11M in Q1 2021. 1,039 funds tracked by Wall St. Rank hold MDY as of Q2 2021.

Hoover Financial Advisors held 2,251 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.1M as of Q2 2021.
Hoover Financial Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2021.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.2% of Hoover Financial Advisors's portfolio in Q2 2021, its #50 holding.
Hoover Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 11 quarters since.
Hoover Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.11M in Q1 2021.
1,039 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.