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

Lake Point 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
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	390
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	390
2021 Q4	$2K	Hold	3	–	–	﹤0.01%	340
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	369
2021 Q2	$1K	Buy	+3	New	+$1.48K	﹤0.01%	381
2020 Q1	$1K	Hold	3	–	–	﹤0.01%	338
2019 Q4	$1K	Buy	+3	New	+$1.08K	﹤0.01%	571
2019 Q2	$42K	Hold	119	–	–	0.01%	161
2019 Q1	$42K	Sell	119 -10,053	-99%	-$3.38M	0.01%	161
2018 Q4	$3.08M	Buy	+10,172	New	+$3.39M	1.15%	22

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Lake Point Wealth Management's MDY Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2022 at 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Lake Point Wealth Management first reported a position in MDY in Q4 2018 and has held it in 10 quarters since. The position peaked at $3.08M in Q4 2018. 1,039 funds tracked by Wall St. Rank hold MDY as of Q2 2022.

Lake Point Wealth Management held 3 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2022.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #390 holding.
Lake Point Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.08M in Q4 2018.
1,039 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.