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Joseph P. Lucia & Associates’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-50
Closed -$21K – 301
2022
Q2 		$21K Hold
50
– – 0.01% 245
2022
Q1 		$25K Buy
+50
New +$24.3K 0.02% 243
2021
Q4 		– Sell
-50
Closed -$24K – 378
2021
Q3 		$24K Hold
50
– – 0.01% 286
2021
Q2 		$25K Buy
+50
New +$24.7K 0.01% 296

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Joseph P. Lucia & Associates's MDY Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2022, closing a stake of 50 shares — an estimated $21K sold.

Joseph P. Lucia & Associates first reported a position in MDY in Q2 2021 and held it in 4 quarters. The position peaked at $25K in Q1 2022. 1,052 funds tracked by Wall St. Rank hold MDY as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 50 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2022, an estimated $21K.
  • Joseph P. Lucia & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2021 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $25K in Q1 2022.
  • 1,052 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.