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

Next 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
2021
Q4 		$69K Sell
134
-5
-4% -$2.54K ﹤0.01% 1328
2021
Q3 		$67K Sell
139
-291
-68% -$143K 0.01% 1290
2021
Q2 		$211K Sell
430
-176
-29% -$86.8K 0.02% 810
2021
Q1 		$289K Sell
606
-146
-19% -$66.6K 0.03% 634
2020
Q4 		$316K Buy
752
+581
+340% +$224K 0.03% 546
2020
Q3 		$58K Buy
+171
New +$58.4K 0.01% 1053
2020
Q2 		– Sell
-112
Closed -$29K – 1356
2020
Q1 		$29K Sell
112
-213
-66% -$72.2K ﹤0.01% 1146
2019
Q4 		$122K Sell
325
-70
-18% -$25.3K 0.01% 870
2019
Q3 		$139K Sell
395
-15
-4% -$5.26K 0.02% 801
2019
Q2 		$145K Sell
410
-229
-36% -$80K 0.02% 773
2019
Q1 		$221K Buy
639
+185
+41% +$62.2K 0.06% 331
2018
Q4 		$137K Buy
454
+140
+45% +$46.6K 0.03% 497
2018
Q3 		$115K Buy
+314
New +$115K 0.05% 317
2017
Q4 		– Sell
-656
Closed -$217K – 934
2017
Q3 		$217K Buy
656
+85
+15% +$27K 0.06% 294
2017
Q2 		$181K Hold
571
– – 0.04% 383
2017
Q1 		$180K Sell
571
-678
-54% -$210K 0.05% 335
2016
Q4 		$377K Buy
1,249
+465
+59% +$134K 0.07% 307
2016
Q3 		$221K Buy
784
+299
+62% +$84.2K 0.04% 443
2016
Q2 		$132K Sell
485
-3
-0.6% -$802 0.04% 387
2016
Q1 		$128K Buy
488
+72
+17% +$17.5K 0.05% 367
2015
Q4 		$105K Sell
416
-185
-31% -$48.1K 0.04% 407
2015
Q3 		$149K Buy
601
+60
+11% +$15.9K 0.05% 344
2015
Q2 		$147K Hold
541
– – 0.05% 373
2015
Q1 		$150K Sell
541
-589
-52% -$159K 0.05% 369
2014
Q4 		$298K Sell
1,130
-381
-25% -$97.5K 0.1% 231
2014
Q3 		$377K Buy
+1,511
New +$388K 0.08% 299

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Next Financial Group's MDY Position: Q4 2021 in Review

Next Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.6% in Q4 2021, selling an estimated $2.54K and leaving 134 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Next Financial Group first reported a position in MDY in Q3 2014 and has held it in 26 quarters since. The position peaked at $377K in Q4 2016. 1,125 funds tracked by Wall St. Rank hold MDY as of Q4 2021.

  • Next Financial Group held 134 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $69K as of Q4 2021.
  • Next Financial Group sold 5 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2021, an estimated $2.54K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1328 holding.
  • Next Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $377K in Q4 2016.
  • 1,125 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.