SXL
MDY icon

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
+411
+121% +$158K 0.09% 203
2020
Q3 		$2.37K Buy
+341
New +$116K 0.04% 175
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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return