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

MONECO 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
2020 Q2	–	Sell	-1,323	Closed	-$348K	–	145
2020 Q1	$348K	Sell	1,323 -2,627	-67%	-$891K	0.36%	72
2019 Q4	$1.51M	Sell	3,950 -673	-15%	-$243K	1.07%	22
2019 Q3	$1.63M	Sell	4,623 -10	-0.2%	-$3.5K	1.27%	20
2019 Q2	$1.64M	Sell	4,633 -42	-0.9%	-$14.7K	1.32%	19
2019 Q1	$1.61M	Buy	4,675 +450	+11%	+$151K	1.31%	20
2018 Q4	$1.28M	Buy	+4,225	New	+$1.41M	1.49%	14

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

MONECO Advisors's MDY Position: Q2 2020 in Review

MONECO Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2020, closing a stake of 1,323 shares — an estimated $348K sold.

MONECO Advisors first reported a position in MDY in Q4 2018 and held it in 6 quarters. The position peaked at $1.64M in Q2 2019. 845 funds tracked by Wall St. Rank hold MDY as of Q2 2020.

MONECO Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2020 after selling out during the quarter.
MONECO Advisors sold 1,323 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2020, an estimated $348K.
MONECO Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and held it in 6 quarters.
MONECO Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.64M in Q2 2019.
845 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2020.

Based on MONECO Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.