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

Northstar Wealth 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	$389K	Hold	1,151	–	–	0.18%	100
2020 Q2	$373K	Hold	1,151	–	–	0.16%	121
2020 Q1	$302K	Hold	1,151	–	–	0.15%	128
2019 Q4	$432K	Buy	1,151 +1	+0.1%	+$361	0.18%	124
2019 Q3	$405K	Buy	+1,150	New	+$403K	0.18%	125

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

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

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

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

RJA

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

Northstar Wealth Partners's MDY Position: Q3 2020 in Review

Northstar Wealth Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2020 at 1,151 shares worth $389K. The position accounts for 0.18% of the portfolio, ranked #100.

Northstar Wealth Partners first reported a position in MDY in Q3 2019 and has held it in 5 quarters since. The position peaked at $432K in Q4 2019. 853 funds tracked by Wall St. Rank hold MDY as of Q3 2020.

Northstar Wealth Partners held 1,151 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $389K as of Q3 2020.
Northstar Wealth Partners left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2020.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.18% of Northstar Wealth Partners's portfolio in Q3 2020, its #100 holding.
Northstar Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2019 and has held it in 5 quarters since.
Northstar Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $432K in Q4 2019.
853 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.