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

Interactive 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
2022 Q2	–	Sell	-216	Closed	-$106K	–	162
2022 Q1	$106K	Buy	+216	New	+$105K	0.05%	110
2021 Q4	–	Sell	-109	Closed	-$52K	–	174
2021 Q3	$52K	Sell	109 -19	-15%	-$9.33K	0.02%	119
2021 Q2	$63K	Sell	128 -62	-33%	-$30.6K	0.03%	117
2021 Q1	$90K	Buy	190 +47	+33%	+$21.4K	0.04%	105
2020 Q4	$60K	Sell	143 -50	-26%	-$19.3K	0.03%	107
2020 Q3	$65K	Buy	193 +10	+5%	+$3.41K	0.03%	97
2020 Q2	$59K	Buy	+183	New	+$55.5K	0.03%	98
2020 Q1	–	Sell	-227	Closed	-$85K	–	119
2019 Q4	$85K	Buy	+227	New	+$82K	0.04%	97
2018 Q4	–	Sell	-426	Closed	-$157K	–	113
2018 Q3	$157K	Sell	426 -21,199	-98%	-$7.76M	0.07%	71
2018 Q2	$7.68M	Buy	21,625 +21,478	+14,611%	+$7.55M	3.63%	10
2018 Q1	$50K	Sell	147 -104	-41%	-$36.2K	0.02%	86
2017 Q4	$87K	Sell	251 -25	-9%	-$8.42K	0.04%	81
2017 Q3	$90K	Buy	276 +8	+3%	+$2.54K	0.04%	72
2017 Q2	$85K	Sell	268 -9	-3%	-$2.83K	0.04%	72
2017 Q1	$87K	Sell	277 -23,016	-99%	-$7.14M	0.04%	73
2016 Q4	$7.03M	Buy	23,293 +22,929	+6,299%	+$6.63M	3.54%	10
2016 Q3	$103K	Sell	364 -16,933	-98%	-$4.77M	0.05%	68
2016 Q2	$4.71M	Buy	+17,297	New	+$4.62M	2.48%	15
2016 Q1	–	Sell	-327	Closed	-$83K	–	108
2015 Q4	$83K	Buy	+327	New	+$85.1K	0.05%	57
2015 Q3	–	Sell	-326	Closed	-$89K	–	111
2015 Q2	$89K	Buy	326 +93	+40%	+$25.9K	0.05%	63
2015 Q1	$65K	Buy	233 +65	+39%	+$17.5K	0.03%	68
2014 Q4	$44K	Buy	168 +30	+22%	+$7.68K	0.02%	69
2014 Q3	$34K	Buy	138 +68	+97%	+$17.5K	0.02%	70
2014 Q2	$18K	Buy	70 +60	+600%	+$15K	0.01%	72
2014 Q1	$3K	Buy	+10	New	+$2.45K	﹤0.01%	83

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Interactive Financial Advisors's MDY Position: Q2 2022 in Review

Interactive Financial Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2022, closing a stake of 216 shares — an estimated $106K sold.

Interactive Financial Advisors first reported a position in MDY in Q1 2014 and held it in 25 quarters. The position peaked at $7.68M in Q2 2018. 1,041 funds tracked by Wall St. Rank hold MDY as of Q2 2022.

Interactive Financial Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2022 after selling out during the quarter.
Interactive Financial Advisors sold 216 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2022, an estimated $106K.
Interactive Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2014 and held it in 25 quarters.
Interactive Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.68M in Q2 2018.
1,041 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2022.

Based on Interactive Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.