Second Half Financial Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Second Half Financial Partners’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	-430	Closed	-$208K	–	42
2022 Q4	$208K	Buy	+430	New	+$190K	0.14%	40
2022 Q3	–	Sell	-1,682	Closed	-$801K	–	54
2022 Q2	$801K	Hold	1,682	–	–	0.62%	38
2022 Q1	$801K	Buy	+1,682	New	+$818K	0.62%	38

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

Second Half Financial Partners's MDY Position: Q1 2023 in Review

Second Half Financial Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2023, closing a stake of 430 shares — an estimated $208K sold.

Second Half Financial Partners first reported a position in MDY in Q1 2022 and held it in 3 quarters. The position peaked at $801K in Q2 2022. 1,138 funds tracked by Wall St. Rank hold MDY as of Q1 2023.

Second Half Financial Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2023 after selling out during the quarter.
Second Half Financial Partners sold 430 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2023, an estimated $208K.
Second Half Financial Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and held it in 3 quarters.
Second Half Financial Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $801K in Q2 2022.
1,138 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2023.

Based on Second Half Financial Partners's 13F filing for Q1 2023, filed 11 May 2023.