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

Redmont Wealth 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
2023 Q1	–	Sell	-685	Closed	-$303K	–	98
2022 Q4	$303K	Hold	685	–	–	0.36%	75
2022 Q3	$275K	Hold	685	–	–	0.36%	71
2022 Q2	$283K	Hold	685	–	–	0.34%	72
2022 Q1	$336K	Hold	685	–	–	0.36%	68
2021 Q4	$355K	Buy	+685	New	+$349K	0.38%	61

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Redmont Wealth Advisors's MDY Position: Q1 2023 in Review

Redmont Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2023, closing a stake of 685 shares — an estimated $303K sold.

Redmont Wealth Advisors first reported a position in MDY in Q4 2021 and held it in 5 quarters. The position peaked at $355K in Q4 2021. 1,138 funds tracked by Wall St. Rank hold MDY as of Q1 2023.

Redmont Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2023 after selling out during the quarter.
Redmont Wealth Advisors sold 685 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2023, an estimated $303K.
Redmont Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and held it in 5 quarters.
Redmont Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $355K in Q4 2021.
1,138 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2023.

Based on Redmont Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.