Simplicity Solutions’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Simplicity Solutions’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 Q4	$1.32M	Buy	2,596 +201	+8%	+$93.3K	0.04%	381
2023 Q3	$1.09M	Buy	2,395 +203	+9%	+$97.3K	0.04%	394
2023 Q2	$1.05M	Buy	2,192 +414	+23%	+$188K	0.03%	451
2023 Q1	$815K	Buy	+1,778	New	+$829K	0.02%	537
2021 Q2	–	Sell	-445	Closed	-$212K	–	552
2021 Q1	$212K	Sell	445 -1,720	-79%	-$784K	0.05%	459
2020 Q4	$909K	Sell	2,165 -124	-5%	-$47.8K	0.01%	565
2020 Q3	$776K	Sell	2,289 -92	-4%	-$31.4K	0.01%	544
2020 Q2	$773K	Sell	2,381 -137	-5%	-$41.5K	0.02%	535
2020 Q1	$662K	Sell	2,518 -600	-19%	-$203K	0.02%	429
2019 Q4	$1.17M	Buy	3,118 +794	+34%	+$287K	0.04%	355
2019 Q3	$819K	Sell	2,324 -946	-29%	-$331K	0.03%	340
2019 Q2	$1.16M	Sell	3,270 -18,498	-85%	-$6.46M	0.05%	227
2019 Q1	$7.52M	Buy	21,768 +8,711	+67%	+$2.93M	0.45%	50
2018 Q4	$3.95M	Sell	13,057 -10,161	-44%	-$3.38M	0.51%	43
2018 Q3	$8.53M	Buy	23,218 +8,276	+55%	+$3.03M	0.49%	37
2018 Q2	$5.3M	Buy	14,942 +283	+2%	+$99.5K	0.38%	40
2018 Q1	$5.01M	Buy	14,659 +90	+0.6%	+$31.3K	0.43%	37
2017 Q4	$5.03M	Buy	14,569 +13,893	+2,055%	+$4.68M	0.49%	37
2017 Q3	$221K	Sell	676 -9,783	-94%	-$3.11M	0.15%	187
2017 Q2	$3.32M	Buy	10,459 +459	+5%	+$144K	0.39%	44
2017 Q1	$3.12M	Buy	10,000 +8,442	+542%	+$2.62M	0.48%	32
2016 Q4	$470K	Buy	1,558 +484	+45%	+$140K	0.11%	196
2016 Q3	$303K	Buy	+1,074	New	+$303K	0.15%	175
2016 Q1	–	Sell	-856	Closed	-$218K	–	379
2015 Q4	$218K	Sell	856 -633	-43%	-$165K	0.03%	589
2015 Q3	$371K	Buy	1,489 +186	+14%	+$49.3K	0.4%	64
2015 Q2	$356K	Buy	+1,303	New	+$362K	0.34%	72

Other funds holding MDY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Simplicity Solutions's MDY Position: Q4 2023 in Review

Simplicity Solutions increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 8.4% in Q4 2023, buying an estimated $93.3K and bringing the position to 2,596 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #381.

Simplicity Solutions first reported a position in MDY in Q2 2015 and has held it in 26 quarters since. The position peaked at $8.53M in Q3 2018. 1,231 funds tracked by Wall St. Rank hold MDY as of Q4 2023.

Simplicity Solutions held 2,596 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.32M as of Q4 2023.
Simplicity Solutions bought 201 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2023, an estimated $93.3K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #381 holding.
Simplicity Solutions first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2015 and has held it in 26 quarters since.
Simplicity Solutions's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.53M in Q3 2018.
1,231 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.