NFP
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Novak Financial Planning’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Novak Financial Planning’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
Q2 		$3.33M Sell
6,774
-198
-3% -$97.7K 1.63% 16
2021
Q1 		$3.32M Sell
6,972
-585
-8% -$267K 1.82% 13
2020
Q4 		$3.17M Buy
+7,557
New +$2.91M 1.87% 14

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Novak Financial Planning's MDY Position: Q2 2021 in Review

Novak Financial Planning reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.8% in Q2 2021, selling an estimated $97.7K and leaving 6,774 shares worth $3.33M. The position accounts for 1.63% of the portfolio, ranked #16.

Novak Financial Planning first reported a position in MDY in Q4 2020 and has held it in 3 quarters since. 1,039 funds tracked by Wall St. Rank hold MDY as of Q2 2021.

  • Novak Financial Planning held 6,774 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.33M as of Q2 2021.
  • Novak Financial Planning sold 198 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2021, an estimated $97.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.63% of Novak Financial Planning's portfolio in Q2 2021, its #16 holding.
  • Novak Financial Planning first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 3 quarters since.
  • 1,039 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.