Parisi Gray Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Parisi Gray Wealth Management’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	–	Sell	-288	Closed	-$141K	–	367
2021 Q2	$141K	Buy	+288	New	+$142K	0.05%	154
2020 Q1	–	Sell	-689	Closed	-$259K	–	111
2019 Q4	$259K	Sell	689 -3	-0.4%	-$1.08K	0.15%	90
2019 Q3	$244K	Hold	692	–	–	0.16%	89
2019 Q2	$245K	Hold	692	–	–	0.17%	90
2019 Q1	$239K	Hold	692	–	–	0.15%	88
2018 Q4	$207K	Hold	692	–	–	0.14%	92
2018 Q3	$253K	Hold	692	–	–	0.16%	95
2018 Q2	$250K	Sell	692 -40	-5%	-$14.1K	0.17%	98
2018 Q1	$248K	Sell	732 -40	-5%	-$13.9K	0.19%	93
2017 Q4	$269K	Buy	+772	New	+$260K	0.2%	91

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

Parisi Gray Wealth Management's MDY Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2021, closing a stake of 288 shares — an estimated $141K sold.

Parisi Gray Wealth Management first reported a position in MDY in Q4 2017 and held it in 10 quarters. The position peaked at $269K in Q4 2017. 1,025 funds tracked by Wall St. Rank hold MDY as of Q3 2021.

Parisi Gray Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 288 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2021, an estimated $141K.
Parisi Gray Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 10 quarters.
Parisi Gray Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $269K in Q4 2017.
1,025 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.