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

Prism 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
2020 Q1	–	Sell	-732	Closed	-$275K	–	62
2019 Q4	$275K	Hold	732	–	–	0.14%	54
2019 Q3	$258K	Hold	732	–	–	0.14%	51
2019 Q2	$260K	Hold	732	–	–	0.15%	51
2019 Q1	$253K	Hold	732	–	–	0.15%	50
2018 Q4	$222K	Sell	732 -156	-18%	-$51.9K	0.14%	50
2018 Q3	$301K	Hold	888	–	–	0.18%	46
2018 Q2	$321K	Hold	888	–	–	0.17%	45
2018 Q1	$313K	Hold	888	–	–	0.18%	44
2017 Q4	$307K	Buy	+888	New	+$299K	0.17%	41

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prism Advisors's MDY Position: Q1 2020 in Review

Prism Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2020, closing a stake of 732 shares — an estimated $275K sold.

Prism Advisors first reported a position in MDY in Q4 2017 and held it in 9 quarters. The position peaked at $321K in Q2 2018. 821 funds tracked by Wall St. Rank hold MDY as of Q1 2020.

Prism Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2020 after selling out during the quarter.
Prism Advisors sold 732 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2020, an estimated $275K.
Prism Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 9 quarters.
Prism Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $321K in Q2 2018.
821 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2020.

Based on Prism Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.