LWM
MDY icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return