Piershale Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Piershale Financial Group’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 Q2	–	Sell	-36,087	Closed	-$17.2M	–	33
2021 Q1	$17.2M	Buy	+36,087	New	+$16.5M	7.43%	9
2016 Q4	–	Sell	-89	Closed	-$25K	–	87
2016 Q3	$25K	Hold	89	–	–	0.02%	56
2016 Q2	$24K	Buy	+89	New	+$23.8K	0.02%	58
2016 Q1	–	Sell	-357	Closed	-$91K	–	179
2015 Q4	$91K	Buy	+357	New	+$92.9K	0.06%	26

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Piershale Financial Group's MDY Position: Q2 2021 in Review

Piershale Financial Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2021, closing a stake of 36,087 shares — an estimated $17.2M sold.

Piershale Financial Group first reported a position in MDY in Q4 2015 and held it in 4 quarters. The position peaked at $17.2M in Q1 2021. 1,040 funds tracked by Wall St. Rank hold MDY as of Q2 2021.

Piershale Financial Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2021 after selling out during the quarter.
Piershale Financial Group sold 36,087 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2021, an estimated $17.2M.
Piershale Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and held it in 4 quarters.
Piershale Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $17.2M in Q1 2021.
1,040 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2021.

Based on Piershale Financial Group's 13F filing for Q2 2021, filed 15 Jul 2021.