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

Horan Capital 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
2020 Q4	–	Sell	-213	Closed	-$72K	–	200
2020 Q3	$72K	Buy	+213	New	+$72.7K	0.04%	149
2020 Q1	–	Sell	-213	Closed	-$80K	–	184
2019 Q4	$80K	Hold	213	–	–	0.05%	118
2019 Q3	$75K	Buy	+213	New	+$74.6K	0.05%	120
2019 Q2	–	Sell	-213	Closed	-$74K	–	175
2019 Q1	$74K	Buy	+213	New	+$71.6K	0.05%	121
2017 Q4	–	Sell	-313	Closed	-$102K	–	184
2017 Q3	$102K	Buy	+313	New	+$99.5K	0.06%	103

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

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Horan Capital Advisors's MDY Position: Q4 2020 in Review

Horan Capital Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2020, closing a stake of 213 shares — an estimated $72K sold.

Horan Capital Advisors first reported a position in MDY in Q3 2017 and held it in 5 quarters. The position peaked at $102K in Q3 2017. 963 funds tracked by Wall St. Rank hold MDY as of Q4 2020.

Horan Capital Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 213 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2020, an estimated $72K.
Horan Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2017 and held it in 5 quarters.
Horan Capital Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $102K in Q3 2017.
963 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.