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

Newport Wealth Strategies’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	$369K	Hold	767	–	–	0.22%	70
2021 Q2	$377K	Hold	767	–	–	0.22%	74
2021 Q1	$365K	Hold	767	–	–	0.23%	74
2020 Q4	$260K	Hold	767	–	–	0.19%	71
2020 Q3	$263K	Hold	767	–	–	0.2%	70
2020 Q2	$249K	Hold	767	–	–	0.23%	72
2020 Q1	$219K	Hold	767	–	–	0.21%	79
2019 Q4	$286K	Hold	767	–	–	0.21%	82
2019 Q3	$270K	Hold	767	–	–	0.25%	68
2019 Q2	$271K	Hold	767	–	–	0.25%	69
2019 Q1	$269K	Hold	767	–	–	0.27%	67
2018 Q4	$242K	Hold	767	–	–	0.33%	58
2018 Q3	$255K	Hold	767	–	–	0.33%	60
2018 Q2	$272K	Hold	767	–	–	0.31%	63
2018 Q1	$262K	Hold	767	–	–	0.2%	77
2017 Q4	$272K	Buy	+767	New	+$258K	0.19%	85

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Newport Wealth Strategies's MDY Position: Q3 2021 in Review

Newport Wealth Strategies held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2021 at 767 shares worth $369K. The position accounts for 0.22% of the portfolio, ranked #70.

Newport Wealth Strategies first reported a position in MDY in Q4 2017 and has held it in 16 quarters since. The position peaked at $377K in Q2 2021. 1,025 funds tracked by Wall St. Rank hold MDY as of Q3 2021.

Newport Wealth Strategies held 767 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $369K as of Q3 2021.
Newport Wealth Strategies 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 0.22% of Newport Wealth Strategies's portfolio in Q3 2021, its #70 holding.
Newport Wealth Strategies first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 16 quarters since.
Newport Wealth Strategies's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $377K in Q2 2021.
1,025 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2021.

Based on Newport Wealth Strategies's 13F filing for Q3 2021, filed 12 Nov 2021.