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

Moulton 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
2021 Q2	–	Sell	-1,855	Closed	-$902K	–	39
2021 Q1	$902K	Buy	+1,855	New	+$846K	0.68%	26

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

Moulton Wealth Management's MDY Position: Q2 2021 in Review

Moulton Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2021, closing a stake of 1,855 shares — an estimated $902K sold.

Moulton Wealth Management first reported a position in MDY in Q1 2021 and held it in 1 quarter. The position peaked at $902K in Q1 2021. 1,040 funds tracked by Wall St. Rank hold MDY as of Q2 2021.

Moulton Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2021 after selling out during the quarter.
Moulton Wealth Management sold 1,855 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2021, an estimated $902K.
Moulton Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and held it in 1 quarter.
Moulton Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $902K in Q1 2021.
1,040 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2021.

Based on Moulton Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.