JWM
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Jeppson Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Jeppson Wealth Management’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
-10
Closed -$3K – 318
2020
Q3 		$3K Buy
+10
New +$3.41K ﹤0.01% 466

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 $530B 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 $6.46B 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 $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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jeppson Wealth Management's MDY Position: Q4 2020 in Review

Jeppson Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2020, closing a stake of 10 shares — an estimated $3K sold.

Jeppson Wealth Management first reported a position in MDY in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 963 funds tracked by Wall St. Rank hold MDY as of Q4 2020.

  • Jeppson Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 10 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2020, an estimated $3K.
  • Jeppson Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3K in Q3 2020.
  • 963 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.