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Midwest Professional Planners Ltd (MPPL)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
2023
Q2 		– Sell
-471
Closed -$216K – 129
2023
Q1 		$216K Sell
471
-16,754
-97% -$7.81M 0.11% 117
2022
Q4 		$7.63M Sell
17,225
-378
-2% -$167K 4.22% 4
2022
Q3 		$7.07M Buy
17,603
+4,779
+37% +$2.11M 4.22% 5
2022
Q2 		$5.3M Sell
12,824
-4,034
-24% -$1.82M 2.99% 6
2022
Q1 		$8.27M Buy
16,858
+2,547
+18% +$1.24M 4.07% 5
2021
Q4 		$7.41M Sell
14,311
-226
-2% -$115K 3.6% 5
2021
Q3 		$6.98M Sell
14,537
-242
-2% -$119K 3.7% 5
2021
Q2 		$7.26M Buy
14,779
+6,527
+79% +$3.22M 3.78% 5
2021
Q1 		$1.75M Sell
8,252
-7,852
-49% -$3.58M 1.72% 15
2020
Q4 		$6.76M Buy
16,104
+7,187
+81% +$2.77M 4.17% 6
2020
Q3 		$2.58M Buy
8,917
+484
+6% +$165K 1.82% 16
2020
Q2 		$2.32M Buy
8,433
+181
+2% +$54.9K 1.82% 13
2020
Q1 		$1.75M Buy
8,252
+90
+1% +$30.5K 1.72% 16
2019
Q4 		$1.94M Sell
8,162
-5,835
-42% -$2.11M 1.58% 18
2019
Q3 		$4.93M Buy
13,997
+785
+6% +$275K 4.41% 5
2019
Q2 		$4.68M Buy
13,212
+287
+2% +$100K 4.35% 5
2019
Q1 		$4.46M Sell
12,925
-781
-6% -$263K 4.31% 6
2018
Q4 		$4.15M Sell
13,706
-2,275
-14% -$757K 4.47% 6
2018
Q3 		$5.87M Sell
15,981
-6,509
-29% -$2.38M 5.39% 6
2018
Q2 		$7.99M Buy
22,490
+5,885
+35% +$2.07M 7.14% 1
2018
Q1 		$5.67M Sell
16,605
-61
-0.4% -$21.2K 5.11% 4
2017
Q4 		$5.76M Buy
+16,666
New +$5.62M 5.26% 4

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s MDY Position: Q2 2023 in Review

Midwest Professional Planners Ltd (MPPL) sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2023, closing a stake of 471 shares — an estimated $216K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in MDY in Q4 2017 and held it in 22 quarters. The position peaked at $8.27M in Q1 2022. 1,154 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2023 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 471 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2023, an estimated $216K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 22 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.27M in Q1 2022.
  • 1,154 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2023, filed 7 Aug 2023.