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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,219
Closed -$1.67M 170
2021
Q4
$1.67M Sell
3,219
-14,556
-82% -$7.41M 0.49% 50
2021
Q3
$8.55M Sell
17,775
-236
-1% -$116K 2.87% 9
2021
Q2
$8.58M Sell
18,011
-1,950
-10% -$962K 2.74% 11
2021
Q1
$9.5M Buy
+19,961
New +$9.1M 3.35% 8

Other funds holding MDY

Mattern Wealth Management's MDY Position: Q1 2022 in Review

Mattern Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2022, closing a stake of 3,219 shares — an estimated $1.67M sold.

Mattern Wealth Management first reported a position in MDY in Q1 2021 and held it in 4 quarters. The position peaked at $9.5M in Q1 2021. 1,101 funds tracked by Wall St. Rank hold MDY as of Q1 2022.

  • Mattern Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2022 after selling out during the quarter.
  • Mattern Wealth Management sold 3,219 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2022, an estimated $1.67M.
  • Mattern Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and held it in 4 quarters.
  • Mattern Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $9.5M in Q1 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 Mattern Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.