New Potomac Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

New Potomac Partners’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 Q3	–	Sell	-100	Closed	-$32K	–	133
2020 Q2	$32K	Sell	100 -20	-17%	-$6.07K	0.03%	98
2020 Q1	$32K	Sell	120 -41	-25%	-$13.9K	0.04%	97
2019 Q4	$60K	Hold	161	–	–	0.06%	94
2019 Q3	$57K	Hold	161	–	–	0.06%	95
2019 Q2	$57K	Hold	161	–	–	0.06%	96
2019 Q1	$56K	Hold	161	–	–	0.06%	97
2018 Q4	$49K	Hold	161	–	–	0.05%	103
2018 Q3	$59K	Sell	161 -3	-2%	-$1.1K	0.05%	98
2018 Q2	$58K	Hold	164	–	–	0.06%	98
2018 Q1	$56K	Hold	164	–	–	0.06%	96
2017 Q4	$57K	Buy	+164	New	+$55.3K	0.05%	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

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

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

RJA

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

New Potomac Partners's MDY Position: Q3 2020 in Review

New Potomac Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2020, closing a stake of 100 shares — an estimated $32K sold.

New Potomac Partners first reported a position in MDY in Q4 2017 and held it in 11 quarters. The position peaked at $60K in Q4 2019. 851 funds tracked by Wall St. Rank hold MDY as of Q3 2020.

New Potomac Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2020 after selling out during the quarter.
New Potomac Partners sold 100 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2020, an estimated $32K.
New Potomac Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 11 quarters.
New Potomac Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $60K in Q4 2019.
851 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2020.

Based on New Potomac Partners's 13F filing for Q3 2020, filed 23 Oct 2020.