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Milestone Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Milestone Investment Advisors’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
-319
Closed -$146K – 305
2023
Q1 		$146K Hold
319
– – 0.05% 122
2022
Q4 		$141K Buy
+319
New +$141K 0.05% 69

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

Milestone Investment Advisors's MDY Position: Q2 2023 in Review

Milestone Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2023, closing a stake of 319 shares — an estimated $146K sold.

Milestone Investment Advisors first reported a position in MDY in Q4 2022 and held it in 2 quarters. The position peaked at $146K in Q1 2023. 1,153 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

  • Milestone Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 319 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2023, an estimated $146K.
  • Milestone Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and held it in 2 quarters.
  • Milestone Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $146K in Q1 2023.
  • 1,153 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.