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Summit X LLC’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Summit X LLC’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
Q3 		– Sell
-446
Closed -$218K – 267
2021
Q2 		$218K Sell
446
-223
-33% -$110K 0.06% 242
2021
Q1 		$319K Sell
669
-83
-11% -$37.8K 0.09% 214
2020
Q4 		$315K Buy
+752
New +$290K 0.09% 203
2019
Q1 		– Sell
-46
Closed -$222K – 250
2018
Q4 		$222K Sell
46
-928
-95% -$309K 0.13% 185
2018
Q3 		$357K Buy
974
+24
+3% +$8.79K 0.18% 153
2018
Q2 		$336K Buy
+950
New +$334K 0.19% 139

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit X LLC's MDY Position: Q3 2021 in Review

Summit X LLC sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2021, closing a stake of 446 shares — an estimated $218K sold.

Summit X LLC first reported a position in MDY in Q2 2018 and held it in 6 quarters. The position peaked at $357K in Q3 2018. 1,025 funds tracked by Wall St. Rank hold MDY as of Q3 2021.

  • Summit X LLC reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2021 after selling out during the quarter.
  • Summit X LLC sold 446 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2021, an estimated $218K.
  • Summit X LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2018 and held it in 6 quarters.
  • Summit X LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $357K in Q3 2018.
  • 1,025 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2021.

Based on Summit X LLC's 13F filing for Q3 2021, filed 19 Oct 2021.