KCS Wealth Advisory’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

KCS Wealth Advisory’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	–	Sell	-861	Closed	-$412K	–	147
2023 Q2	$412K	Buy	+861	New	+$392K	0.14%	110
2019 Q4	–	Sell	-519	Closed	-$183K	–	305
2019 Q3	$183K	Buy	+519	New	+$182K	0.13%	155
2019 Q2	–	Sell	-578	Closed	-$200K	–	156
2019 Q1	$200K	Buy	+578	New	+$194K	0.17%	142
2018 Q4	–	Sell	-657	Closed	-$241K	–	157
2018 Q3	$241K	Sell	657 -405	-38%	-$148K	0.22%	134
2018 Q2	$377K	Sell	1,062 -677	-39%	-$238K	0.35%	112
2018 Q1	$594K	Buy	1,739 +129	+8%	+$44.9K	0.54%	75
2017 Q4	$556K	Buy	+1,610	New	+$542K	0.54%	75

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 $82.4B AUM 19.69% 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 $173B AUM 20.72% 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

KCS Wealth Advisory's MDY Position: Q3 2023 in Review

KCS Wealth Advisory sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2023, closing a stake of 861 shares — an estimated $412K sold.

KCS Wealth Advisory first reported a position in MDY in Q4 2017 and held it in 7 quarters. The position peaked at $594K in Q1 2018. 1,156 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

KCS Wealth Advisory reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2023 after selling out during the quarter.
KCS Wealth Advisory sold 861 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2023, an estimated $412K.
KCS Wealth Advisory first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 7 quarters.
KCS Wealth Advisory's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $594K in Q1 2018.
1,156 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.