Kings Point Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-97
Closed -$11K 312
2016
Q3
$11K Buy
+97
New +$27.3K ﹤0.01% 294

Other funds holding MDY

Kings Point Capital Management's MDY Position: Q1 2022 in Review

Kings Point Capital Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.03% in Q1 2022, buying an estimated $487 and bringing the position to 3,051 shares worth $1.5M. The position accounts for 0.13% of the portfolio, ranked #90.

Kings Point Capital Management first reported a position in MDY in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.89M in Q1 2015. 1,099 funds tracked by Wall St. Rank hold MDY as of Q1 2022.

  • Kings Point Capital Management held 3,051 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.5M as of Q1 2022.
  • Kings Point Capital Management bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q1 2022, an estimated $487.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.13% of Kings Point Capital Management's portfolio in Q1 2022, its #90 holding.
  • Kings Point Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 36 quarters since.
  • Kings Point Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.89M in Q1 2015.
  • 1,099 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.