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

King Wealth Management Group’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
Q1 		– Sell
-58,447
Closed -$21.9M – 148
2019
Q4 		$21.9M Sell
58,447
-1,612
-3% -$583K 5.81% 4
2019
Q3 		$21.2M Sell
60,059
-441
-0.7% -$155K 6.07% 3
2019
Q2 		$21.5M Sell
60,500
-183
-0.3% -$64K 6.41% 3
2019
Q1 		$21M Sell
60,683
-1,011
-2% -$340K 6.56% 3
2018
Q4 		$18.7M Sell
61,694
-2,018
-3% -$672K 6.76% 3
2018
Q3 		$23.4M Sell
63,712
-1,171
-2% -$429K 7.31% 3
2018
Q2 		$23M Sell
64,883
-1,200
-2% -$422K 7.89% 3
2018
Q1 		$22.6M Buy
66,083
+61
+0.1% +$21.2K 8.02% 2
2017
Q4 		$22.8M Buy
66,022
+428
+0.7% +$144K 8.06% 2
2017
Q3 		$21.4M Sell
65,594
-412
-0.6% -$131K 7.96% 2
2017
Q2 		$21M Sell
66,006
-618
-0.9% -$195K 8.33% 2
2017
Q1 		$20.8M Sell
66,624
-962
-1% -$299K 8.7% 2
2016
Q4 		$20.4M Sell
67,586
-477
-0.7% -$138K 9.16% 2
2016
Q3 		$19.2M Sell
68,063
-482
-0.7% -$136K 9.55% 2
2016
Q2 		$18.7M Sell
68,545
-553
-0.8% -$148K 9.95% 2
2016
Q1 		$18.2M Sell
69,098
-571
-0.8% -$139K 9.77% 2
2015
Q4 		$17.7M Buy
69,669
+9,897
+17% +$2.58M 9.76% 2
2015
Q3 		$14.9M Sell
59,772
-415
-0.7% -$110K 9.15% 2
2015
Q2 		$16.4M Sell
60,187
-643
-1% -$179K 8.99% 2
2015
Q1 		$16.9M Sell
60,830
-767
-1% -$207K 9.74% 2
2014
Q4 		$16.3M Buy
61,597
+3,779
+7% +$967K 8.65% 2
2014
Q3 		$14.4M Buy
57,818
+496
+0.9% +$127K 9.04% 2
2014
Q2 		$14.9M Buy
57,322
+1,003
+2% +$251K 9.16% 2
2014
Q1 		$14.1M Sell
56,319
-692
-1% -$170K 9.73% 2
2013
Q4 		$13.9M Buy
57,011
+2,358
+4% +$555K 7.95% 1
2013
Q3 		$12.4M Buy
54,653
+952
+2% +$212K 8.05% 1
2013
Q2 		$11.3M Buy
+53,701
New +$11.4M 7.8% 1

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

King Wealth Management Group's MDY Position: Q1 2020 in Review

King Wealth Management Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2020, closing a stake of 58,447 shares — an estimated $21.9M sold.

King Wealth Management Group first reported a position in MDY in Q2 2013 and held it in 27 quarters. The position peaked at $23.4M in Q3 2018. 822 funds tracked by Wall St. Rank hold MDY as of Q1 2020.

  • King Wealth Management Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2020 after selling out during the quarter.
  • King Wealth Management Group sold 58,447 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2020, an estimated $21.9M.
  • King Wealth Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 27 quarters.
  • King Wealth Management Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $23.4M in Q3 2018.
  • 822 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2020.

Based on King Wealth Management Group's 13F filing for Q1 2020, filed 13 May 2020.