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

Lenox 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
2020 Q2	$48K	Hold	150	–	–	0.01%	258
2020 Q1	$39K	Hold	150	–	–	0.01%	264
2019 Q4	$57K	Hold	150	–	–	0.02%	261
2019 Q3	$53K	Hold	150	–	–	0.02%	263
2019 Q2	$53K	Hold	150	–	–	0.02%	244
2019 Q1	$52K	Buy	+150	New	+$50.5K	0.02%	238
2017 Q4	–	Sell	-109	Closed	-$35K	–	498
2017 Q3	$35K	Buy	109 +17	+18%	+$5.4K	0.01%	263
2017 Q2	$29K	Buy	+92	New	+$29K	0.01%	261

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lenox Wealth Management's MDY Position: Q2 2020 in Review

Lenox Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2020 at 150 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #258.

Lenox Wealth Management first reported a position in MDY in Q2 2017 and has held it in 8 quarters since. The position peaked at $57K in Q4 2019. 845 funds tracked by Wall St. Rank hold MDY as of Q2 2020.

Lenox Wealth Management held 150 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $48K as of Q2 2020.
Lenox Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2020.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #258 holding.
Lenox Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2017 and has held it in 8 quarters since.
Lenox Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $57K in Q4 2019.
845 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.