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 $1.55T 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Personal Capital Advisors's MDY Position: Q4 2022 in Review

Personal Capital Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 16% in Q4 2022, selling an estimated $42K and leaving 500 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Personal Capital Advisors first reported a position in MDY in Q1 2017 and has held it in 13 quarters since. The position peaked at $1.15M in Q2 2020. 1,147 funds tracked by Wall St. Rank hold MDY as of Q4 2022.

Personal Capital Advisors held 500 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $221K as of Q4 2022.
Personal Capital Advisors sold 95 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2022, an estimated $42K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #446 holding.
Personal Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and has held it in 13 quarters since.
Personal Capital Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.15M in Q2 2020.
1,147 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.