MPS Loria Financial Planners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

MPS Loria Financial Planners’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	-99	Closed	-$47K	–	388
2021 Q1	$47K	Sell	99 -12	-11%	-$5.47K	0.02%	167
2020 Q4	$46K	Hold	111	–	–	0.02%	163
2020 Q3	$38K	Sell	111 -10	-8%	-$3.41K	0.02%	163
2020 Q2	$39K	Buy	+121	New	+$36.7K	0.02%	160
2017 Q3	–	Sell	-84	Closed	-$26K	–	236
2017 Q2	$26K	Buy	+84	New	+$26.4K	0.02%	209

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

MPS Loria Financial Planners's MDY Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2021, closing a stake of 99 shares — an estimated $47K sold.

MPS Loria Financial Planners first reported a position in MDY in Q2 2017 and held it in 5 quarters. The position peaked at $47K in Q1 2021. 1,040 funds tracked by Wall St. Rank hold MDY as of Q2 2021.

MPS Loria Financial Planners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 99 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2021, an estimated $47K.
MPS Loria Financial Planners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $47K 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 MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.