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PCA
Personal Capital Advisors’s
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
Stock Holding History
Personal Capital Advisors’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
2022
Q4
$221K
Sell
500
-95
-16%
-$42K
﹤0.01%
446
2022
Q3
$239K
Hold
595
–
–
﹤0.01%
405
2022
Q2
$246K
Buy
595
+160
+37%
+$72.2K
﹤0.01%
391
2022
Q1
$213K
Sell
435
-253
-37%
-$123K
﹤0.01%
471
2021
Q4
$356K
Buy
688
+132
+24%
+$67.2K
﹤0.01%
403
2021
Q3
$267K
Buy
556
+119
+27%
+$58.4K
﹤0.01%
424
2021
Q2
$215K
Buy
+437
New
+$216K
﹤0.01%
462
2020
Q4
–
Sell
-3,356
Closed
-$1.14M
–
465
2020
Q3
$1.14M
Sell
3,356
-192
-5%
-$65.5K
0.01%
247
2020
Q2
$1.15M
Buy
3,548
+1,715
+94%
+$520K
0.01%
223
2020
Q1
$482K
Sell
1,833
-85
-4%
-$28.8K
﹤0.01%
254
2019
Q4
$720K
Buy
1,918
+356
+23%
+$129K
0.01%
244
2019
Q3
$550K
Buy
+1,562
New
+$547K
0.01%
242
2017
Q2
–
Sell
-677
Closed
-$210K
–
229
2017
Q1
$210K
Buy
+677
New
+$210K
0.01%
202
Other funds holding MDY
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
V
Veritable
Wilmington, Delaware
$6.17B AUM
17.32%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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