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

Meridian Wealth Partners’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
Q1 		– Sell
-340
Closed -$128K – 204
2019
Q4 		$128K Buy
+340
New +$123K 0.08% 80

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meridian Wealth Partners's MDY Position: Q1 2020 in Review

Meridian Wealth Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2020, closing a stake of 340 shares — an estimated $128K sold.

Meridian Wealth Partners first reported a position in MDY in Q4 2019 and held it in 1 quarter. The position peaked at $128K in Q4 2019. 821 funds tracked by Wall St. Rank hold MDY as of Q1 2020.

  • Meridian Wealth Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2020 after selling out during the quarter.
  • Meridian Wealth Partners sold 340 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2020, an estimated $128K.
  • Meridian Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and held it in 1 quarter.
  • Meridian Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $128K in Q4 2019.
  • 821 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2020.

Based on Meridian Wealth Partners's 13F filing for Q1 2020, filed 15 May 2020.