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Sargent Bickham Lagudis’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Sargent Bickham Lagudis’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 		$9.05M Buy
20,434
+2,211
+12% +$978K 0.74% 31
2022
Q3 		$7.32M Buy
18,223
+1,000
+6% +$442K 0.65% 35
2022
Q2 		$7.12M Sell
17,223
-523
-3% -$236K 0.62% 34
2022
Q1 		$8.7M Sell
17,746
-285
-2% -$139K 0.68% 33
2021
Q4 		$9.33M Sell
18,031
-748
-4% -$381K 0.7% 31
2021
Q3 		$9.03M Sell
18,779
-586
-3% -$288K 0.74% 30
2021
Q2 		$9.51M Sell
19,365
-60
-0.3% -$29.6K 0.78% 30
2021
Q1 		$9.25M Sell
19,425
-333
-2% -$152K 0.81% 27
2020
Q4 		$8.3M Sell
19,758
-735
-4% -$283K 0.77% 28
2020
Q3 		$6.94M Sell
20,493
-326
-2% -$111K 0.7% 31
2020
Q2 		$6.76M Sell
20,819
-225
-1% -$68.2K 0.72% 33
2020
Q1 		$5.53M Buy
21,044
+2,991
+17% +$1.01M 0.71% 28
2019
Q4 		$6.78M Sell
18,053
-70
-0.4% -$25.3K 0.75% 25
2019
Q3 		$6.39M Sell
18,123
-120
-0.7% -$42K 0.77% 24
2019
Q2 		$6.47M Sell
18,243
-50
-0.3% -$17.5K 0.77% 25
2019
Q1 		$6.32M Sell
18,293
-346
-2% -$116K 0.73% 29
2018
Q4 		$5.64M Sell
18,639
-391
-2% -$130K 0.73% 29
2018
Q3 		$6.99M Sell
19,030
-136
-0.7% -$49.8K 0.83% 27
2018
Q2 		$6.8M Sell
19,166
-359
-2% -$126K 0.84% 26
2018
Q1 		$6.67M Sell
19,525
-715
-4% -$249K 0.83% 27
2017
Q4 		$6.99M Sell
20,240
-900
-4% -$303K 0.83% 25
2017
Q3 		$6.9M Sell
21,140
-386
-2% -$123K 0.86% 24
2017
Q2 		$6.84M Sell
21,526
-605
-3% -$190K 0.87% 24
2017
Q1 		$6.91M Sell
22,131
-308
-1% -$95.6K 0.89% 24
2016
Q4 		$6.77M Buy
22,439
+21,838
+3,634% +$6.31M 1.04% 21
2016
Q3 		$6.71M Sell
601
-24,447
-98% -$6.89M 1.01% 20
2016
Q2 		$6.82M Sell
25,048
-1,834
-7% -$490K 1.06% 18
2016
Q1 		$7.06M Buy
+26,882
New +$6.54M 1.14% 17

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sargent Bickham Lagudis's MDY Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 12% in Q4 2022, buying an estimated $978K and bringing the position to 20,434 shares worth $9.05M. The position accounts for 0.74% of the portfolio, ranked #31.

Sargent Bickham Lagudis first reported a position in MDY in Q1 2016 and has held it in 28 quarters since. The position peaked at $9.51M in Q2 2021. 1,147 funds tracked by Wall St. Rank hold MDY as of Q4 2022.

  • Sargent Bickham Lagudis held 20,434 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $9.05M as of Q4 2022.
  • Sargent Bickham Lagudis bought 2,211 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2022, an estimated $978K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.74% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #31 holding.
  • Sargent Bickham Lagudis first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $9.51M in Q2 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 Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.