Squar Milner Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-234	Closed	-$61K	–	501
2020 Q1	$61K	Buy	234 +32	+16%	+$10.9K	0.04%	343
2019 Q4	$75K	Buy	+202	New	+$73K	0.04%	377
2019 Q3	–	Sell	-202	Closed	-$72K	–	513
2019 Q2	$72K	Hold	202	–	–	0.05%	312
2019 Q1	$69K	Hold	202	–	–	0.05%	289
2018 Q4	$61K	Hold	202	–	–	0.06%	270
2018 Q3	$74K	Hold	202	–	–	0.07%	262
2018 Q2	$72K	Buy	+202	New	+$71K	0.06%	286

Other funds holding MDY

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Squar Milner Financial Services's MDY Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2020, closing a stake of 234 shares — an estimated $61K sold.

Squar Milner Financial Services first reported a position in MDY in Q2 2018 and held it in 7 quarters. The position peaked at $75K in Q4 2019. 846 funds tracked by Wall St. Rank hold MDY as of Q2 2020.

Squar Milner Financial Services reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 234 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2020, an estimated $61K.
Squar Milner Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $75K in Q4 2019.
846 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.