Mid Atlantic Financial Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$850K	Buy	1,767 +40	+2%	+$19.6K	0.06%	298
2021 Q2	$848K	Buy	1,727 +27	+2%	+$13.3K	0.06%	292
2021 Q1	$810K	Sell	1,700 -349	-17%	-$159K	0.06%	297
2020 Q4	$860K	Buy	2,049 +20	+1%	+$7.7K	0.07%	260
2020 Q3	$771K	Sell	2,029 -122	-6%	-$41.6K	0.07%	259
2020 Q2	$698K	Sell	2,151 -15	-0.7%	-$4.55K	0.07%	253
2020 Q1	$569K	Sell	2,166 -1,315	-38%	-$446K	0.07%	274
2019 Q4	$1.31M	Sell	3,481 -514	-13%	-$186K	0.12%	156
2019 Q3	$1.41M	Sell	3,995 -894	-18%	-$313K	0.15%	127
2019 Q2	$1.73M	Sell	4,889 -1,707	-26%	-$597K	0.18%	114
2019 Q1	$2.28M	Sell	6,596 -1,877	-22%	-$631K	0.25%	79
2018 Q4	$2.56M	Buy	+8,473	New	+$2.82M	0.32%	69

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mid Atlantic Financial Management's MDY Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.3% in Q3 2021, buying an estimated $19.6K and bringing the position to 1,767 shares worth $850K. The position accounts for 0.06% of the portfolio, ranked #298.

Mid Atlantic Financial Management first reported a position in MDY in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.56M in Q4 2018. 1,023 funds tracked by Wall St. Rank hold MDY as of Q3 2021.

Mid Atlantic Financial Management held 1,767 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $850K as of Q3 2021.
Mid Atlantic Financial Management bought 40 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2021, an estimated $19.6K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #298 holding.
Mid Atlantic Financial Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.56M in Q4 2018.
1,023 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.