Pinnacle Family Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Pinnacle Family 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
2023 Q2	–	Sell	-6,316	Closed	-$2.9M	–	114
2023 Q1	$2.9M	Buy	6,316 +491	+8%	+$229K	1.76%	15
2022 Q4	$2.58M	Buy	5,825 +3,059	+111%	+$1.35M	1.84%	13
2022 Q3	$1.11M	Buy	+2,766	New	+$1.22M	0.96%	20
2021 Q4	–	Sell	-2,931	Closed	-$1.41M	–	140
2021 Q3	$1.41M	Sell	2,931 -1,182	-29%	-$581K	0.63%	32
2021 Q2	$2.02M	Buy	4,113 +488	+13%	+$241K	0.88%	31
2021 Q1	$1.73M	Buy	+3,625	New	+$1.65M	0.91%	32
2017 Q1	–	Sell	-19,465	Closed	-$5.87M	–	67
2016 Q4	$5.87M	Buy	+19,465	New	+$5.63M	3.59%	9

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pinnacle Family Advisors's MDY Position: Q2 2023 in Review

Pinnacle Family Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2023, closing a stake of 6,316 shares — an estimated $2.9M sold.

Pinnacle Family Advisors first reported a position in MDY in Q4 2016 and held it in 7 quarters. The position peaked at $5.87M in Q4 2016. 1,154 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

Pinnacle Family Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2023 after selling out during the quarter.
Pinnacle Family Advisors sold 6,316 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2023, an estimated $2.9M.
Pinnacle Family Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and held it in 7 quarters.
Pinnacle Family Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.87M in Q4 2016.
1,154 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on Pinnacle Family Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.