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

Selective Wealth Management’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	-37	Closed	-$15K	–	480
2022 Q3	$15K	Hold	37	–	–	0.01%	470
2022 Q2	$15K	Hold	37	–	–	0.01%	507
2022 Q1	$18K	Hold	37	–	–	0.01%	458
2021 Q4	$19K	Hold	37	–	–	0.01%	418
2021 Q3	$18K	Hold	37	–	–	0.01%	375
2021 Q2	$18K	Hold	37	–	–	0.01%	289
2021 Q1	$18K	Hold	37	–	–	0.02%	202
2020 Q4	$16K	Hold	37	–	–	0.01%	203
2020 Q3	$13K	Buy	+37	New	+$12.6K	0.01%	187

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

Selective Wealth Management's MDY Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2022, closing a stake of 37 shares — an estimated $15K sold.

Selective Wealth Management first reported a position in MDY in Q3 2020 and held it in 9 quarters. The position peaked at $19K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold MDY as of Q4 2022.

Selective Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 37 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2022, an estimated $15K.
Selective Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and held it in 9 quarters.
Selective Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $19K 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 Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.