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

Johnson Midwest Financial’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
2021
Q3 		– Sell
-32,078
Closed -$15.8M – 322
2021
Q2 		$15.8M Buy
32,078
+629
+2% +$310K 15.5% 4
2021
Q1 		$15M Buy
+31,449
New +$14.3M 15.67% 2

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Johnson Midwest Financial's MDY Position: Q3 2021 in Review

Johnson Midwest Financial sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2021, closing a stake of 32,078 shares — an estimated $15.8M sold.

Johnson Midwest Financial first reported a position in MDY in Q1 2021 and held it in 2 quarters. The position peaked at $15.8M in Q2 2021. 1,023 funds tracked by Wall St. Rank hold MDY as of Q3 2021.

  • Johnson Midwest Financial reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2021 after selling out during the quarter.
  • Johnson Midwest Financial sold 32,078 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2021, an estimated $15.8M.
  • Johnson Midwest Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and held it in 2 quarters.
  • Johnson Midwest Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $15.8M in Q2 2021.
  • 1,023 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2021.

Based on Johnson Midwest Financial's 13F filing for Q3 2021, filed 8 Oct 2021.