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

Private Vista’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 Q2	$372K	Hold	1,148	–	–	0.18%	77
2020 Q1	$302K	Hold	1,148	–	–	0.11%	102
2019 Q4	$431K	Hold	1,148	–	–	0.12%	85
2019 Q3	$406K	Hold	1,148	–	–	0.11%	94
2019 Q2	$408K	Hold	1,148	–	–	0.1%	98
2019 Q1	$396K	Hold	1,148	–	–	0.1%	102
2018 Q4	$348K	Buy	1,148 +2	+0.2%	+$666	0.08%	109
2018 Q3	$421K	Sell	1,146 -72	-6%	-$26.4K	0.09%	102
2018 Q2	$432K	Buy	+1,218	New	+$428K	0.1%	96
2018 Q1	–	Sell	-1,174	Closed	-$406K	–	143
2017 Q4	$406K	Sell	1,174 -62	-5%	-$20.9K	0.12%	52
2017 Q3	$404K	Buy	1,236 +14	+1%	+$4.45K	0.09%	75
2017 Q2	$396K	Hold	1,222	–	–	0.1%	56
2017 Q1	$384K	Sell	1,222 -48	-4%	-$14.9K	0.1%	55
2016 Q4	$391K	Sell	1,270 -286	-18%	-$82.7K	0.11%	41
2016 Q3	$418K	Sell	1,556 -70	-4%	-$19.7K	0.11%	49
2016 Q2	$451K	Sell	1,626 -211	-11%	-$56.4K	0.15%	34
2016 Q1	$487K	Sell	1,837 -8	-0.4%	-$1.95K	0.17%	24
2015 Q4	$423K	Buy	+1,845	New	+$480K	0.19%	28

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Vista's MDY Position: Q2 2020 in Review

Private Vista held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2020 at 1,148 shares worth $372K. The position accounts for 0.18% of the portfolio, ranked #77.

Private Vista first reported a position in MDY in Q4 2015 and has held it in 18 quarters since. The position peaked at $487K in Q1 2016. 845 funds tracked by Wall St. Rank hold MDY as of Q2 2020.

Private Vista held 1,148 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $372K as of Q2 2020.
Private Vista left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2020.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.18% of Private Vista's portfolio in Q2 2020, its #77 holding.
Private Vista first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and has held it in 18 quarters since.
Private Vista's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $487K in Q1 2016.
845 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.