Laurel Wealth Advisors (California)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Laurel Wealth Advisors (California)’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 Q1	–	Sell	-639	Closed	-$331K	–	780
2021 Q4	$331K	Hold	639	–	–	0.03%	587
2021 Q3	$307K	Sell	639 -32	-5%	-$15.7K	0.06%	330
2021 Q2	$329K	Sell	671 -10	-1%	-$4.93K	0.04%	377
2021 Q1	$324K	Sell	681 -22	-3%	-$10K	0.05%	341
2020 Q4	$295K	Sell	703 -65	-8%	-$25K	0.04%	338
2020 Q3	$260K	Hold	768	–	–	0.04%	326
2020 Q2	$249K	Hold	768	–	–	0.05%	325
2020 Q1	$202K	Sell	768 -5	-0.6%	-$1.7K	0.05%	351
2019 Q4	$290K	Buy	773 +37	+5%	+$13.4K	0.05%	352
2019 Q3	$259K	Buy	736 +115	+19%	+$40.3K	0.04%	380
2019 Q2	$220K	Buy	621 +10	+2%	+$3.5K	0.05%	373
2019 Q1	$211K	Buy	+611	New	+$206K	0.05%	356

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Laurel Wealth Advisors (California)'s MDY Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2022, closing a stake of 639 shares — an estimated $331K sold.

Laurel Wealth Advisors (California) first reported a position in MDY in Q1 2019 and held it in 12 quarters. The position peaked at $331K in Q4 2021. 1,101 funds tracked by Wall St. Rank hold MDY as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 639 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2022, an estimated $331K.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and held it in 12 quarters.
Laurel Wealth Advisors (California)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $331K in Q4 2021.
1,101 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.