HCA
MDY icon

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 – 178
2019
Q1 		$74K Buy
+213
New +$71.6K 0.05% 121
2017
Q4 		– Sell
-313
Closed -$102K – 189
2017
Q3 		$102K Buy
+313
New +$99.5K 0.06% 103

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return