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

Reilly Financial 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
2021
Q4 		$49K Hold
95
– – ﹤0.01% 405
2021
Q3 		$46K Buy
95
+45
+90% +$22.1K ﹤0.01% 387
2021
Q2 		$25K Hold
50
– – ﹤0.01% 499
2021
Q1 		$24K Hold
50
– – ﹤0.01% 505
2020
Q4 		$21K Buy
+50
New +$19.3K ﹤0.01% 482
2020
Q3 		– Sell
-134
Closed -$43K – 899
2020
Q2 		$43K Buy
+134
New +$40.6K 0.01% 330
2019
Q2 		– Sell
-33
Closed -$11K – 991
2019
Q1 		$11K Hold
33
– – ﹤0.01% 665
2018
Q4 		$10K Hold
33
– – ﹤0.01% 646
2018
Q3 		$12K Hold
33
– – ﹤0.01% 655
2018
Q2 		$12K Hold
33
– – ﹤0.01% 620
2018
Q1 		$11K Sell
33
-50
-60% -$17.4K ﹤0.01% 631
2017
Q4 		$29K Hold
83
– – ﹤0.01% 418
2017
Q3 		$27K Hold
83
– – ﹤0.01% 423
2017
Q2 		$26K Hold
83
– – ﹤0.01% 441
2017
Q1 		$26K Sell
83
-50
-38% -$15.5K ﹤0.01% 424
2016
Q4 		$40K Hold
133
– – 0.01% 311
2016
Q3 		$38K Hold
133
– – 0.01% 305
2016
Q2 		$36K Sell
133
-36
-21% -$9.62K 0.01% 296
2016
Q1 		$44K Buy
169
+69
+69% +$16.8K 0.01% 403
2015
Q4 		$25K Hold
100
– – ﹤0.01% 539
2015
Q3 		$25K Sell
100
-1
-1% -$265 ﹤0.01% 545
2015
Q2 		$28K Buy
+101
New +$28.1K ﹤0.01% 573
2014
Q1 		– Sell
-452
Closed -$110K – 830
2013
Q4 		$110K Buy
+452
New +$106K 0.03% 155

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Reilly Financial Advisors's MDY Position: Q4 2021 in Review

Reilly Financial Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q4 2021 at 95 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Reilly Financial Advisors first reported a position in MDY in Q4 2013 and has held it in 23 quarters since. The position peaked at $110K in Q4 2013. 1,126 funds tracked by Wall St. Rank hold MDY as of Q4 2021.

  • Reilly Financial Advisors held 95 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $49K as of Q4 2021.
  • Reilly Financial Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q4 2021.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #405 holding.
  • Reilly Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 23 quarters since.
  • Reilly Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $110K in Q4 2013.
  • 1,126 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.