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

Strategic Wealth Management Group’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 Q2	$699K	Hold	1,423	–	–	0.26%	54
2021 Q1	$677K	Hold	1,423	–	–	0.26%	54
2020 Q4	$598K	Hold	1,423	–	–	0.26%	54
2020 Q3	$482K	Hold	1,423	–	–	0.23%	58
2020 Q2	$462K	Hold	1,423	–	–	0.27%	54
2020 Q1	$374K	Hold	1,423	–	–	0.28%	48
2019 Q4	$534K	Hold	1,423	–	–	0.35%	39
2019 Q3	$502K	Hold	1,423	–	–	0.36%	38
2019 Q2	$505K	Hold	1,423	–	–	0.38%	39
2019 Q1	$492K	Hold	1,423	–	–	0.4%	39
2018 Q4	$431K	Buy	+1,423	New	+$474K	0.41%	41

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Strategic Wealth Management Group's MDY Position: Q2 2021 in Review

Strategic Wealth Management Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2021 at 1,423 shares worth $699K. The position accounts for 0.26% of the portfolio, ranked #54.

Strategic Wealth Management Group first reported a position in MDY in Q4 2018 and has held it in 11 quarters since. 1,039 funds tracked by Wall St. Rank hold MDY as of Q2 2021.

Strategic Wealth Management Group held 1,423 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $699K as of Q2 2021.
Strategic Wealth Management Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2021.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.26% of Strategic Wealth Management Group's portfolio in Q2 2021, its #54 holding.
Strategic Wealth Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 11 quarters since.
1,039 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.