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

Sage Private Wealth Group’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
2022 Q4	–	Sell	-51	Closed	-$20K	–	130
2022 Q3	$20K	Hold	51	–	–	0.03%	112
2022 Q2	$21K	Hold	51	–	–	0.03%	112
2022 Q1	$25K	Hold	51	–	–	0.02%	113
2021 Q4	$26K	Hold	51	–	–	0.03%	110
2021 Q3	$25K	Hold	51	–	–	0.03%	111
2021 Q2	$25K	Hold	51	–	–	0.03%	107
2021 Q1	$24K	Hold	51	–	–	0.04%	112
2020 Q4	$21K	Buy	+51	New	+$19.6K	0.06%	103

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Sage Private Wealth Group's MDY Position: Q4 2022 in Review

Sage Private Wealth Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2022, closing a stake of 51 shares — an estimated $20K sold.

Sage Private Wealth Group first reported a position in MDY in Q4 2020 and held it in 8 quarters. The position peaked at $26K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold MDY as of Q4 2022.

Sage Private Wealth Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 51 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2022, an estimated $20K.
Sage Private Wealth Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $26K in Q4 2021.
1,147 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.