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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$588K Buy
1,423
+96
+7% +$43.3K 0.23% 107
2022
Q1
$651K Buy
1,327
+5
+0.4% +$2.43K 0.2% 114
2021
Q4
$684K Buy
+1,322
New +$673K 0.21% 115

Other funds holding MDY

Pinnacle Private Wealth's MDY Position: Q2 2022 in Review

Pinnacle Private Wealth increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 7.2% in Q2 2022, buying an estimated $43.3K and bringing the position to 1,423 shares worth $588K. The position accounts for 0.23% of the portfolio, ranked #107.

Pinnacle Private Wealth first reported a position in MDY in Q4 2021 and has held it in 3 quarters since. The position peaked at $684K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold MDY as of Q2 2022.

  • Pinnacle Private Wealth held 1,423 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $588K as of Q2 2022.
  • Pinnacle Private Wealth bought 96 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2022, an estimated $43.3K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.23% of Pinnacle Private Wealth's portfolio in Q2 2022, its #107 holding.
  • Pinnacle Private Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $684K in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.