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

Realta Investment 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 Q3	–	Sell	-763	Closed	-$248K	–	352
2020 Q2	$248K	Buy	+763	New	+$231K	0.08%	278
2020 Q1	–	Sell	-35	Closed	-$12K	–	949
2019 Q4	$12K	Buy	35 +20	+133%	+$7.23K	﹤0.01%	1087
2019 Q3	$5K	Sell	15 -118	-89%	-$41.3K	﹤0.01%	1328
2019 Q2	$47K	Sell	133 -1,574	-92%	-$550K	0.01%	690
2019 Q1	$590K	Buy	+1,707	New	+$574K	0.27%	117

Other funds holding MDY

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

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

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

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

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

Realta Investment Advisors's MDY Position: Q3 2020 in Review

Realta Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2020, closing a stake of 763 shares — an estimated $248K sold.

Realta Investment Advisors first reported a position in MDY in Q1 2019 and held it in 5 quarters. The position peaked at $590K in Q1 2019. 851 funds tracked by Wall St. Rank hold MDY as of Q3 2020.

Realta Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2020 after selling out during the quarter.
Realta Investment Advisors sold 763 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2020, an estimated $248K.
Realta Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and held it in 5 quarters.
Realta Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $590K in Q1 2019.
851 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2020.

Based on Realta Investment Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.