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

Sightline Wealth 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
Q3 		– Sell
-572
Closed -$281K – 55
2021
Q2 		$281K Buy
+572
New +$282K 0.23% 45

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sightline Wealth Advisors's MDY Position: Q3 2021 in Review

Sightline Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2021, closing a stake of 572 shares — an estimated $281K sold.

Sightline Wealth Advisors first reported a position in MDY in Q2 2021 and held it in 1 quarter. The position peaked at $281K in Q2 2021. 1,023 funds tracked by Wall St. Rank hold MDY as of Q3 2021.

  • Sightline Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2021 after selling out during the quarter.
  • Sightline Wealth Advisors sold 572 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2021, an estimated $281K.
  • Sightline Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2021 and held it in 1 quarter.
  • Sightline Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $281K in Q2 2021.
  • 1,023 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2021.

Based on Sightline Wealth Advisors's 13F filing for Q3 2021, filed 25 Oct 2021.