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LWAC
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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