Southland Equity Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Southland Equity 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
2024 Q2	–	Sell	-551	Closed	-$307K	–	214
2024 Q1	$307K	Hold	551	–	–	0.09%	153
2023 Q4	$280K	Hold	551	–	–	0.09%	154
2023 Q3	$252K	Buy	551 +1	+0.2%	+$479	0.09%	157
2023 Q2	$263K	Sell	550 -55	-9%	-$25K	0.09%	158
2023 Q1	$277K	Buy	605 +17	+3%	+$7.92K	0.11%	140
2022 Q4	$260K	Sell	588 -16	-3%	-$7.08K	0.1%	144
2022 Q3	$243K	Buy	604 +39	+7%	+$17.2K	0.12%	129
2022 Q2	$234K	Hold	565	–	–	0.11%	138
2022 Q1	$277K	Hold	565	–	–	0.12%	133
2021 Q4	$292K	Buy	565 +7	+1%	+$3.56K	0.12%	130
2021 Q3	$268K	Hold	558	–	–	0.12%	129
2021 Q2	$274K	Hold	558	–	–	0.13%	122
2021 Q1	$266K	Buy	558 +30	+6%	+$13.7K	0.15%	116
2020 Q4	$222K	Buy	+528	New	+$203K	0.15%	113

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Southland Equity Partners's MDY Position: Q2 2024 in Review

Southland Equity Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2024, closing a stake of 551 shares — an estimated $307K sold.

Southland Equity Partners first reported a position in MDY in Q4 2020 and held it in 14 quarters. The position peaked at $307K in Q1 2024. 1,290 funds tracked by Wall St. Rank hold MDY as of Q2 2024.

Southland Equity Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2024 after selling out during the quarter.
Southland Equity Partners sold 551 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2024, an estimated $307K.
Southland Equity Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 14 quarters.
Southland Equity Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $307K in Q1 2024.
1,290 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2024.

Based on Southland Equity Partners's 13F filing for Q2 2024, filed 12 Jul 2024.