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

NEIRG 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
2023 Q3	–	Sell	-959	Closed	-$459K	–	70
2023 Q2	$459K	Hold	959	–	–	0.08%	101
2023 Q1	$440K	Hold	959	–	–	0.08%	106
2022 Q4	$425K	Hold	959	–	–	0.08%	115
2022 Q3	$385K	Hold	959	–	–	0.08%	110
2022 Q2	$397K	Hold	959	–	–	0.09%	107
2022 Q1	$470K	Hold	959	–	–	0.09%	100
2021 Q4	$496K	Buy	+959	New	+$488K	0.1%	89

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

Morgan Stanley New York $1.89T AUM 35.08% 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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 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

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

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

NEIRG Wealth Management's MDY Position: Q3 2023 in Review

NEIRG Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2023, closing a stake of 959 shares — an estimated $459K sold.

NEIRG Wealth Management first reported a position in MDY in Q4 2021 and held it in 7 quarters. The position peaked at $496K in Q4 2021. 1,157 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

NEIRG Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 959 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2023, an estimated $459K.
NEIRG Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $496K in Q4 2021.
1,157 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.