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Sullivan, Bruyette, Speros & Blaney’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$1.13M Buy
2,373
+20
+0.8% +$9.12K 0.05% 107
2020
Q4 		$988K Buy
2,353
+850
+57% +$327K 0.05% 113
2020
Q3 		$509K Hold
1,503
– – 0.03% 147
2020
Q2 		$488K Sell
1,503
-180
-11% -$54.6K 0.03% 138
2020
Q1 		$442K Hold
1,683
– – 0.03% 133
2019
Q4 		$632K Buy
1,683
+100
+6% +$36.1K 0.04% 121
2019
Q3 		$558K Buy
1,583
+180
+13% +$63.1K 0.03% 124
2019
Q2 		$497K Hold
1,403
– – 0.03% 127
2019
Q1 		$485K Sell
1,403
-52
-4% -$17.5K 0.03% 123
2018
Q4 		$440K Sell
1,455
-45
-3% -$15K 0.03% 121
2018
Q3 		$551K Buy
1,500
+404
+37% +$148K 0.05% 89
2018
Q2 		$389K Hold
1,096
– – 0.04% 108
2018
Q1 		$375K Buy
1,096
+201
+22% +$69.9K 0.04% 111
2017
Q4 		$309K Buy
+895
New +$302K 0.03% 132

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's MDY Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.85% in Q1 2021, buying an estimated $9.12K and bringing the position to 2,373 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #107.

Sullivan, Bruyette, Speros & Blaney first reported a position in MDY in Q4 2017 and has held it in 14 quarters since. 1,028 funds tracked by Wall St. Rank hold MDY as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 2,373 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.13M as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 20 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2021, an estimated $9.12K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #107 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 14 quarters since.
  • 1,028 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.