New England Investment & Retirement Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

New England Investment & Retirement Group’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 Q3	$461K	Hold	959	–	–	0.11%	69
2021 Q2	$471K	Hold	959	–	–	0.1%	74
2021 Q1	$457K	Hold	959	–	–	0.11%	70
2020 Q4	$403K	Hold	959	–	–	0.09%	64
2020 Q3	$325K	Hold	959	–	–	0.08%	61
2020 Q2	$311K	Hold	959	–	–	0.08%	60
2020 Q1	$252K	Sell	959 -60	-6%	-$20.3K	0.11%	45
2019 Q4	$383K	Hold	1,019	–	–	0.13%	51
2019 Q3	$359K	Hold	1,019	–	–	0.15%	47
2019 Q2	$361K	Hold	1,019	–	–	0.15%	51
2019 Q1	$352K	Buy	+1,019	New	+$343K	0.16%	52
2016 Q1	–	Sell	-1,865	Closed	-$474K	–	64
2015 Q4	$474K	Sell	1,865 -1,051	-36%	-$273K	0.25%	56
2015 Q3	$726K	Buy	+2,916	New	+$772K	0.35%	52
2015 Q1	–	Sell	-3,900	Closed	-$1.03M	–	59
2014 Q4	$1.03M	Buy	+3,900	New	+$998K	0.4%	46

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New England Investment & Retirement Group's MDY Position: Q3 2021 in Review

New England Investment & Retirement Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2021 at 959 shares worth $461K. The position accounts for 0.11% of the portfolio, ranked #69.

New England Investment & Retirement Group first reported a position in MDY in Q4 2014 and has held it in 14 quarters since. The position peaked at $1.03M in Q4 2014. 1,024 funds tracked by Wall St. Rank hold MDY as of Q3 2021.

New England Investment & Retirement Group held 959 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $461K as of Q3 2021.
New England Investment & Retirement Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2021.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of New England Investment & Retirement Group's portfolio in Q3 2021, its #69 holding.
New England Investment & Retirement Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 14 quarters since.
New England Investment & Retirement Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.03M in Q4 2014.
1,024 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.