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Legacy Wealth Management (Mississippi)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Legacy Wealth Management (Mississippi)’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
2021
Q4 		– Sell
-2,250
Closed -$1.08M – 106
2021
Q3 		$1.08M Hold
2,250
– – 0.58% 50
2021
Q2 		$1.1M Hold
2,250
– – 0.61% 46
2021
Q1 		$1.07M Hold
2,250
– – 0.65% 47
2020
Q4 		$945K Buy
+2,250
New +$867K 0.6% 49

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 $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B 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 $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s MDY Position: Q4 2021 in Review

Legacy Wealth Management (Mississippi) sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2021, closing a stake of 2,250 shares — an estimated $1.08M sold.

Legacy Wealth Management (Mississippi) first reported a position in MDY in Q4 2020 and held it in 4 quarters. The position peaked at $1.1M in Q2 2021. 1,125 funds tracked by Wall St. Rank hold MDY as of Q4 2021.

  • Legacy Wealth Management (Mississippi) reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2021 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 2,250 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2021, an estimated $1.08M.
  • Legacy Wealth Management (Mississippi) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 4 quarters.
  • Legacy Wealth Management (Mississippi)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.1M in Q2 2021.
  • 1,125 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2021.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2021, filed 12 Dec 2024.