Personal Wealth Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Personal Wealth Partners’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 Q2	–	Sell	-6,519	Closed	-$3.2M	–	40
2022 Q1	$3.2M	Hold	6,519	–	–	1.39%	19
2021 Q4	$3.38M	Sell	6,519 -36	-0.5%	-$18.3K	1.39%	19
2021 Q3	$3.15M	Hold	6,555	–	–	1.33%	20
2021 Q2	$3.22M	Sell	6,555 -139	-2%	-$68.6K	1.3%	21
2021 Q1	$3.19M	Sell	6,694 -348	-5%	-$159K	1.44%	19
2020 Q4	$2.96M	Sell	7,042 -819	-10%	-$315K	1.38%	15
2020 Q3	$2.66M	Sell	7,861 -689	-8%	-$235K	1.4%	15
2020 Q2	$2.77M	Sell	8,550 -245	-3%	-$74.3K	1.52%	14
2020 Q1	$2.31M	Sell	8,795 -776	-8%	-$263K	1.39%	13
2019 Q4	$3.59M	Sell	9,571 -2,380	-20%	-$860K	1.55%	12
2019 Q3	$4.21M	Sell	11,951 -813	-6%	-$285K	1.94%	12
2019 Q2	$4.53M	Sell	12,764 -460	-3%	-$161K	2.16%	11
2019 Q1	$4.57M	Sell	13,224 -28,649	-68%	-$9.64M	2.43%	10
2018 Q4	$11.2M	Buy	+41,873	New	+$13.9M	7.03%	4

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Personal Wealth Partners's MDY Position: Q2 2022 in Review

Personal Wealth Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2022, closing a stake of 6,519 shares — an estimated $3.2M sold.

Personal Wealth Partners first reported a position in MDY in Q4 2018 and held it in 14 quarters. The position peaked at $11.2M in Q4 2018. 1,039 funds tracked by Wall St. Rank hold MDY as of Q2 2022.

Personal Wealth Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 6,519 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2022, an estimated $3.2M.
Personal Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and held it in 14 quarters.
Personal Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11.2M in Q4 2018.
1,039 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.