Howard Capital Management (New York)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Howard Capital Management (New York)’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	$319K	Hold	760	–	–	0.04%	74
2020 Q3	$258K	Hold	760	–	–	0.03%	72
2020 Q2	$247K	Buy	+760	New	+$230K	0.03%	83
2020 Q1	–	Sell	-770	Closed	-$289K	–	94
2019 Q4	$289K	Hold	770	–	–	0.04%	89
2019 Q3	$271K	Hold	770	–	–	0.04%	89
2019 Q2	$273K	Sell	770 -10	-1%	-$3.5K	0.04%	91
2019 Q1	$269K	Sell	780 -85	-10%	-$28.6K	0.04%	94
2018 Q4	$262K	Buy	865 +40	+5%	+$13.3K	0.04%	91
2018 Q3	$303K	Sell	825 -25	-3%	-$9.16K	0.04%	92
2018 Q2	$302K	Sell	850 -40	-4%	-$14.1K	0.04%	90
2018 Q1	$304K	Sell	890 -75	-8%	-$26.1K	0.04%	93
2017 Q4	$333K	Sell	965 -80	-8%	-$27K	0.05%	90
2017 Q3	$341K	Sell	1,045 -15	-1%	-$4.77K	0.05%	89
2017 Q2	$337K	Sell	1,060 -35	-3%	-$11K	0.05%	89
2017 Q1	$342K	Hold	1,095	–	–	0.06%	86
2016 Q4	$330K	Hold	1,095	–	–	0.06%	82
2016 Q3	$309K	Hold	1,095	–	–	0.06%	85
2016 Q2	$298K	Hold	1,095	–	–	0.06%	83
2016 Q1	$288K	Hold	1,095	–	–	0.06%	80
2015 Q4	$278K	Sell	1,095 -35	-3%	-$9.11K	0.05%	79
2015 Q3	$281K	Sell	1,130 -45	-4%	-$11.9K	0.06%	81
2015 Q2	$321K	Sell	1,175 -25	-2%	-$6.95K	0.06%	79
2015 Q1	$333K	Sell	1,200 -115	-9%	-$31K	0.06%	79
2014 Q4	$347K	Sell	1,315 -15	-1%	-$3.84K	0.07%	79
2014 Q3	$332K	Sell	1,330 -20	-1%	-$5.13K	0.07%	81
2014 Q2	$352K	Hold	1,350	–	–	0.07%	82
2014 Q1	$338K	Buy	1,350 +265	+24%	+$65K	0.07%	82
2013 Q4	$265K	Buy	+1,085	New	+$255K	0.05%	89

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

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

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

Howard Capital Management (New York)'s MDY Position: Q4 2020 in Review

Howard Capital Management (New York) held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q4 2020 at 760 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #74.

Howard Capital Management (New York) first reported a position in MDY in Q4 2013 and has held it in 28 quarters since. The position peaked at $352K in Q2 2014. 963 funds tracked by Wall St. Rank hold MDY as of Q4 2020.

Howard Capital Management (New York) held 760 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $319K as of Q4 2020.
Howard Capital Management (New York) left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q4 2020.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #74 holding.
Howard Capital Management (New York) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 28 quarters since.
Howard Capital Management (New York)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $352K in Q2 2014.
963 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.