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

Laidlaw Wealth Management’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 Q2	–	Sell	-518	Closed	-$237K	–	365
2023 Q1	$237K	Buy	518 +4	+0.8%	+$1.86K	0.05%	300
2022 Q4	$228K	Buy	+514	New	+$227K	0.05%	310
2022 Q3	–	Sell	-560	Closed	-$232K	–	351
2022 Q2	$232K	Sell	560 -57	-9%	-$25.7K	0.05%	316
2022 Q1	$303K	Sell	617 -65	-10%	-$31.6K	0.05%	299
2021 Q4	$353K	Buy	682 +1	+0.1%	+$509	0.06%	276
2021 Q3	$327K	Buy	681 +153	+29%	+$75.1K	0.08%	185
2021 Q2	$259K	Buy	528 +18	+4%	+$8.88K	0.07%	209
2021 Q1	$243K	Sell	510 -113	-18%	-$51.5K	0.08%	185
2020 Q4	$262K	Buy	+623	New	+$240K	0.06%	286

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Laidlaw Wealth Management's MDY Position: Q2 2023 in Review

Laidlaw Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2023, closing a stake of 518 shares — an estimated $237K sold.

Laidlaw Wealth Management first reported a position in MDY in Q4 2020 and held it in 9 quarters. The position peaked at $353K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

Laidlaw Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 518 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2023, an estimated $237K.
Laidlaw Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 9 quarters.
Laidlaw Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $353K in Q4 2021.
1,155 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on Laidlaw Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.