MGO Private Wealth’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
2023
Q1
Sell
-569
Closed -$252K 100
2022
Q4
$252K Sell
569
-483
-46% -$214K 0.12% 105
2022
Q3
$422K Buy
+1,052
New +$465K 0.2% 76

Other funds holding MDY

MGO Private Wealth's MDY Position: Q1 2023 in Review

MGO Private Wealth sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2023, closing a stake of 569 shares — an estimated $252K sold.

MGO Private Wealth first reported a position in MDY in Q3 2022 and held it in 2 quarters. The position peaked at $422K in Q3 2022. 1,138 funds tracked by Wall St. Rank hold MDY as of Q1 2023.

  • MGO Private Wealth reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 569 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2023, an estimated $252K.
  • MGO Private Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $422K in Q3 2022.
  • 1,138 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.