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

Plotkin Financial 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
2021
Q4 		– Sell
-750
Closed -$361K – 99
2021
Q3 		$361K Sell
750
-122
-14% -$59.9K 0.21% 66
2021
Q2 		$428K Buy
872
+432
+98% +$213K 0.24% 64
2021
Q1 		$209K Buy
+440
New +$201K 0.13% 75

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Plotkin Financial Advisors's MDY Position: Q4 2021 in Review

Plotkin Financial Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2021, closing a stake of 750 shares — an estimated $361K sold.

Plotkin Financial Advisors first reported a position in MDY in Q1 2021 and held it in 3 quarters. The position peaked at $428K in Q2 2021. 1,125 funds tracked by Wall St. Rank hold MDY as of Q4 2021.

  • Plotkin Financial Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2021 after selling out during the quarter.
  • Plotkin Financial Advisors sold 750 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2021, an estimated $361K.
  • Plotkin Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and held it in 3 quarters.
  • Plotkin Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $428K in Q2 2021.
  • 1,125 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2021.

Based on Plotkin Financial Advisors's 13F filing for Q4 2021, filed 15 Nov 2024.