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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return