NewFocus Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

NewFocus Financial 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
2020 Q4	$503K	Hold	1,197	–	–	0.15%	86
2020 Q3	$406K	Hold	1,197	–	–	0.14%	87
2020 Q2	$388K	Sell	1,197 -237	-17%	-$71.9K	0.14%	85
2020 Q1	$377K	Hold	1,434	–	–	0.17%	64
2019 Q4	$538K	Hold	1,434	–	–	0.21%	63
2019 Q3	$505K	Hold	1,434	–	–	0.22%	61
2019 Q2	$508K	Hold	1,434	–	–	0.24%	59
2019 Q1	$495K	Hold	1,434	–	–	0.25%	59
2018 Q4	$434K	Hold	1,434	–	–	0.26%	57
2018 Q3	$527K	Hold	1,434	–	–	0.28%	50
2018 Q2	$509K	Hold	1,434	–	–	0.31%	48
2018 Q1	$490K	Hold	1,434	–	–	0.31%	51
2017 Q4	$495K	Hold	1,434	–	–	0.3%	48
2017 Q3	$468K	Hold	1,434	–	–	0.3%	47
2017 Q2	$455K	Buy	1,434 +775	+118%	+$244K	0.26%	46
2017 Q1	$206K	Buy	+659	New	+$205K	0.13%	62

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

RJA

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

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

NewFocus Financial Group's MDY Position: Q4 2020 in Review

NewFocus Financial Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q4 2020 at 1,197 shares worth $503K. The position accounts for 0.15% of the portfolio, ranked #86.

NewFocus Financial Group first reported a position in MDY in Q1 2017 and has held it in 16 quarters since. The position peaked at $538K in Q4 2019. 963 funds tracked by Wall St. Rank hold MDY as of Q4 2020.

NewFocus Financial Group held 1,197 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $503K as of Q4 2020.
NewFocus Financial Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q4 2020.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of NewFocus Financial Group's portfolio in Q4 2020, its #86 holding.
NewFocus Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and has held it in 16 quarters since.
NewFocus Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $538K in Q4 2019.
963 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.