JP Morgan Private Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$79.8M	Sell	174,692 -20,833	-11%	-$9.98M	0.23%	103
2023 Q2	$93.6M	Sell	195,525 -51,191	-21%	-$23.3M	0.49%	45
2023 Q1	$113M	Sell	246,716 -2,110	-0.8%	-$984K	0.24%	97
2022 Q4	$110M	Buy	248,826 +10,275	+4%	+$4.54M	0.25%	99
2022 Q3	$95.8M	Buy	238,551 +2,379	+1%	+$1.05M	0.25%	100
2022 Q2	$97.7M	Buy	236,172 +3,347	+1%	+$1.51M	0.25%	98
2022 Q1	$114M	Sell	232,825 -836	-0.4%	-$407K	0.25%	97
2021 Q4	$121M	Buy	233,661 +10,630	+5%	+$5.41M	0.26%	91
2021 Q3	$107M	Buy	223,031 +16,256	+8%	+$7.98M	0.26%	91
2021 Q2	$102M	Buy	206,775 +19,736	+11%	+$9.74M	0.26%	93
2021 Q1	$89M	Buy	187,039 +6,239	+3%	+$2.84M	0.29%	83
2020 Q4	$75.9M	Buy	180,800 +17,028	+10%	+$6.56M	0.25%	102
2020 Q3	$55.5M	Sell	163,772 -5,453	-3%	-$1.86M	0.22%	112
2020 Q2	$54.9M	Sell	169,225 -12,138	-7%	-$3.68M	0.25%	100
2020 Q1	$47.7M	Sell	181,363 -20,675	-10%	-$7.01M	0.27%	98
2019 Q4	$75.8M	Sell	202,038 -345	-0.2%	-$125K	0.34%	77
2019 Q3	$71.3M	Sell	202,383 -20,507	-9%	-$7.19M	0.37%	72
2019 Q2	$79M	Sell	222,890 -8,234	-4%	-$2.88M	0.43%	58
2019 Q1	$79.8M	Sell	231,124 -13,420	-5%	-$4.51M	0.42%	59
2018 Q4	$74M	Sell	244,544 -24,131	-9%	-$8.03M	0.45%	61
2018 Q3	$98.7M	Buy	268,675 +11,833	+5%	+$4.33M	0.48%	50
2018 Q2	$91.2M	Sell	256,842 -10,892	-4%	-$3.83M	0.51%	46
2018 Q1	$91.5M	Buy	267,734 +17,675	+7%	+$6.15M	0.62%	40
2017 Q4	$86.4M	Sell	250,059 -9,947	-4%	-$3.35M	0.57%	43
2017 Q3	$84.8M	Sell	260,006 -14,827	-5%	-$4.71M	0.61%	42
2017 Q2	$87.3M	Sell	274,833 -2,550	-0.9%	-$803K	0.66%	39
2017 Q1	$86.7M	Buy	277,383 +81,222	+41%	+$25.2M	0.67%	36
2016 Q4	$59.2M	Buy	196,161 +44,044	+29%	+$12.7M	0.51%	54
2016 Q3	$42.9M	Sell	152,117 -18,047	-11%	-$5.08M	0.4%	70
2016 Q2	$46.3M	Sell	170,164 -59,110	-26%	-$15.8M	0.45%	64
2016 Q1	$60.2M	Buy	229,274 +39,046	+21%	+$9.51M	0.58%	44
2015 Q4	$48.3M	Buy	190,228 +11,272	+6%	+$2.93M	0.5%	54
2015 Q3	$44.5M	Buy	178,956 +163	+0.1%	+$43.2K	0.56%	49
2015 Q2	$48.8M	Buy	178,793 +1,636	+0.9%	+$455K	0.56%	53
2015 Q1	$49.1M	Buy	177,157 +6,290	+4%	+$1.7M	0.56%	51
2014 Q4	$45.1M	Buy	170,867 +2,698	+2%	+$691K	0.54%	52
2014 Q3	$41.9M	Buy	168,169 +43,656	+35%	+$11.2M	0.54%	50
2014 Q2	$32.4M	Buy	124,513 +8,524	+7%	+$2.13M	0.55%	49
2014 Q1	$29.1M	Buy	115,989 +8,803	+8%	+$2.16M	0.53%	48
2013 Q4	$26.2M	Buy	107,186 +12,695	+13%	+$2.99M	0.53%	54
2013 Q3	$21.4M	Buy	94,491 +8,341	+10%	+$1.85M	0.49%	61
2013 Q2	$18.1M	Buy	+86,150	New	+$18.2M	0.45%	68

Other funds holding MDY

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's MDY Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q3 2023, selling an estimated $9.98M and leaving 174,692 shares worth $79.8M. The position accounts for 0.23% of the portfolio, ranked #103.

JP Morgan Private Wealth Advisors first reported a position in MDY in Q2 2013 and has held it in 42 quarters since. The position peaked at $121M in Q4 2021. 1,157 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

JP Morgan Private Wealth Advisors held 174,692 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $79.8M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 20,833 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2023, an estimated $9.98M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.23% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #103 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 42 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $121M in Q4 2021.
1,157 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.