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

Minot Wealth 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
2022 Q2	$1.06M	Buy	2,569 +51	+2%	+$23K	0.27%	73
2022 Q1	$1.24M	Sell	2,518 -34	-1%	-$16.5K	0.27%	70
2021 Q4	$1.32M	Buy	2,552 +439	+21%	+$223K	0.25%	76
2021 Q3	$1.02M	Buy	2,113 +59	+3%	+$29K	0.22%	88
2021 Q2	$1M	Buy	2,054 +44	+2%	+$21.7K	0.22%	90
2021 Q1	$957K	Buy	2,010 +40	+2%	+$18.2K	0.24%	88
2020 Q4	$827K	Sell	1,970 -75	-4%	-$28.9K	0.25%	88
2020 Q3	$693K	Hold	2,045	–	–	0.26%	81
2020 Q2	$664K	Hold	2,045	–	–	0.33%	73
2020 Q1	$538K	Hold	2,045	–	–	0.39%	69
2019 Q4	$775K	Buy	+2,045	New	+$739K	0.35%	72

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Minot Wealth Management's MDY Position: Q2 2022 in Review

Minot Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2% in Q2 2022, buying an estimated $23K and bringing the position to 2,569 shares worth $1.06M. The position accounts for 0.27% of the portfolio, ranked #73.

Minot Wealth Management first reported a position in MDY in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.32M in Q4 2021. 1,041 funds tracked by Wall St. Rank hold MDY as of Q2 2022.

Minot Wealth Management held 2,569 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.06M as of Q2 2022.
Minot Wealth Management bought 51 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2022, an estimated $23K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.27% of Minot Wealth Management's portfolio in Q2 2022, its #73 holding.
Minot Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.32M in Q4 2021.
1,041 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.