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

Kore Private Wealth’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 Q4	–	Sell	-651	Closed	-$221K	–	343
2020 Q3	$221K	Sell	651 -421	-39%	-$144K	0.04%	237
2020 Q2	$347K	Buy	1,072 +351	+49%	+$106K	0.07%	163
2020 Q1	$190K	Buy	721 +414	+135%	+$140K	0.05%	215
2019 Q4	$115K	Buy	+307	New	+$111K	0.02%	339
2019 Q2	–	Sell	-52	Closed	-$18K	–	568
2019 Q1	$18K	Sell	52 -373	-88%	-$125K	﹤0.01%	520
2018 Q4	$129K	Buy	+425	New	+$141K	0.04%	259

Other funds holding MDY

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Kore Private Wealth's MDY Position: Q4 2020 in Review

Kore Private Wealth sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2020, closing a stake of 651 shares — an estimated $221K sold.

Kore Private Wealth first reported a position in MDY in Q4 2018 and held it in 6 quarters. The position peaked at $347K in Q2 2020. 963 funds tracked by Wall St. Rank hold MDY as of Q4 2020.

Kore Private Wealth reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2020 after selling out during the quarter.
Kore Private Wealth sold 651 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2020, an estimated $221K.
Kore Private Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and held it in 6 quarters.
Kore Private Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $347K in Q2 2020.
963 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2020.

Based on Kore Private Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.