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

Strategic Wealth Partners 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
2022 Q3	–	Sell	-560	Closed	-$231K	–	53
2022 Q2	$231K	Buy	560 +108	+24%	+$48.8K	0.05%	53
2022 Q1	$222K	Hold	452	–	–	0.04%	54
2021 Q4	$234K	Hold	452	–	–	0.04%	64
2021 Q3	$217K	Buy	+452	New	+$222K	0.04%	63
2021 Q1	$277K	Hold	582	–	–	0.06%	57
2020 Q4	$245K	Buy	+582	New	+$224K	0.05%	55
2020 Q3	–	Sell	-2,615	Closed	-$849K	–	59
2020 Q2	$849K	Buy	2,615 +1,104	+73%	+$335K	0.21%	27
2020 Q1	$397K	Sell	1,511 -1,248	-45%	-$423K	0.12%	39
2019 Q4	$1.04M	Buy	2,759 +166	+6%	+$60K	0.25%	28
2019 Q3	$914K	Buy	+2,593	New	+$909K	0.25%	24
2018 Q3	–	Sell	-98	Closed	-$34.8K	–	44
2018 Q2	$34.8K	Hold	98	–	–	0.69%	17
2018 Q1	$33.5K	Buy	+98	New	+$34.1K	2.62%	10

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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 Partners Group's MDY Position: Q3 2022 in Review

Strategic Wealth Partners Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2022, closing a stake of 560 shares — an estimated $231K sold.

Strategic Wealth Partners Group first reported a position in MDY in Q1 2018 and held it in 12 quarters. The position peaked at $1.04M in Q4 2019. 1,050 funds tracked by Wall St. Rank hold MDY as of Q3 2022.

Strategic Wealth Partners Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2022 after selling out during the quarter.
Strategic Wealth Partners Group sold 560 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2022, an estimated $231K.
Strategic Wealth Partners Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and held it in 12 quarters.
Strategic Wealth Partners Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.04M in Q4 2019.
1,050 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2022.

Based on Strategic Wealth Partners Group's 13F filing for Q3 2022, filed 8 Nov 2022.