Private Wealth Advisors (Pennsylvania)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 Q4	$567K	Sell	1,350 -65	-5%	-$25K	0.32%	58
2020 Q3	$479K	Sell	1,415 -50	-3%	-$17.1K	0.31%	58
2020 Q2	$475K	Sell	1,465 -171	-10%	-$51.9K	0.32%	55
2020 Q1	$474K	Sell	1,636 -52	-3%	-$17.6K	0.36%	53
2019 Q4	$632K	Sell	1,688 -73	-4%	-$26.4K	0.34%	72
2019 Q3	$621K	Buy	1,761 +40	+2%	+$14K	0.32%	76
2019 Q2	$610K	Hold	1,721	–	–	0.22%	93
2019 Q1	$594K	Sell	1,721 -15	-0.9%	-$5.05K	0.22%	97
2018 Q4	$525K	Sell	1,736 -276	-14%	-$91.9K	0.23%	93
2018 Q3	$739K	Hold	2,012	–	–	0.27%	85
2018 Q2	$714K	Buy	2,012 +1	+0%	+$352	0.28%	84
2018 Q1	$687K	Buy	2,011 +15	+0.8%	+$5.22K	0.28%	84
2017 Q4	$690K	Hold	1,996	–	–	0.27%	88
2017 Q3	$651K	Sell	1,996 -20	-1%	-$6.36K	0.27%	85
2017 Q2	$640K	Hold	2,016	–	–	0.27%	85
2017 Q1	$630K	Sell	2,016 -4,995	-71%	-$1.55M	0.28%	82
2016 Q4	$2.12M	Sell	7,011 -68	-1%	-$19.7K	0.98%	34
2016 Q3	$2M	Sell	7,079 -70	-1%	-$19.7K	0.95%	37
2016 Q2	$1.95M	Buy	7,149 +2,080	+41%	+$556K	0.96%	37
2016 Q1	$1.33M	Sell	5,069 -270	-5%	-$65.7K	0.71%	45
2015 Q4	$1.36M	Sell	5,339 -328	-6%	-$85.4K	0.76%	43
2015 Q3	$1.41M	Hold	5,667	–	–	0.71%	43
2015 Q2	$1.55M	Buy	5,667 +247	+5%	+$68.7K	0.7%	45
2015 Q1	$1.5M	Buy	5,420 +2,709	+100%	+$730K	0.7%	43
2014 Q4	$716K	Hold	2,711	–	–	0.35%	74
2014 Q3	$676K	Hold	2,711	–	–	0.36%	75
2014 Q2	$706K	Sell	2,711 -32	-1%	-$8.01K	0.36%	75
2014 Q1	$687K	Sell	2,743 -91	-3%	-$22.3K	0.37%	75
2013 Q4	$692K	Buy	2,834 +41	+1%	+$9.64K	0.38%	72
2013 Q3	$632K	Sell	2,793 -12	-0.4%	-$2.67K	0.37%	71
2013 Q2	$589K	Buy	+2,805	New	+$593K	0.37%	71

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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 Wealth Advisors (Pennsylvania)'s MDY Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.6% in Q4 2020, selling an estimated $25K and leaving 1,350 shares worth $567K. The position accounts for 0.32% of the portfolio, ranked #58.

Private Wealth Advisors (Pennsylvania) first reported a position in MDY in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.12M in Q4 2016. 963 funds tracked by Wall St. Rank hold MDY as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 1,350 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $567K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 65 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2020, an estimated $25K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.32% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #58 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 31 quarters since.
Private Wealth Advisors (Pennsylvania)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.12M in Q4 2016.
963 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.