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

Sunflower Bank Wealth Management’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
2020 Q3	$4.07M	Buy	11,999 +177	+1%	+$60.4K	1.36%	13
2020 Q2	$3.84M	Sell	11,822 -95	-0.8%	-$28.8K	1.29%	14
2020 Q1	$3.13M	Buy	11,917 +63	+0.5%	+$21.4K	1.19%	15
2019 Q4	$4.45M	Buy	11,854 +86	+0.7%	+$31.1K	1.36%	13
2019 Q3	$4.15M	Sell	11,768 -203	-2%	-$71.1K	1.33%	15
2019 Q2	$4.25M	Sell	11,971 -100	-0.8%	-$34.9K	1.37%	16
2019 Q1	$4.17M	Sell	12,071 -305	-2%	-$103K	1.26%	18
2018 Q4	$3.75M	Sell	12,376 -360	-3%	-$120K	1.2%	17
2018 Q3	$4.68M	Buy	12,736 +90	+0.7%	+$33K	1.32%	17
2018 Q2	$4.49M	Buy	12,646 +40	+0.3%	+$14.1K	1.31%	20
2018 Q1	$4.31M	Buy	12,606 +1,036	+9%	+$361K	1.19%	20
2017 Q4	$4M	Buy	+11,570	New	+$3.9M	1.08%	20

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sunflower Bank Wealth Management's MDY Position: Q3 2020 in Review

Sunflower Bank Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.5% in Q3 2020, buying an estimated $60.4K and bringing the position to 11,999 shares worth $4.07M. The position accounts for 1.36% of the portfolio, ranked #13.

Sunflower Bank Wealth Management first reported a position in MDY in Q4 2017 and has held it in 12 quarters since. The position peaked at $4.68M in Q3 2018. 853 funds tracked by Wall St. Rank hold MDY as of Q3 2020.

Sunflower Bank Wealth Management held 11,999 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.07M as of Q3 2020.
Sunflower Bank Wealth Management bought 177 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2020, an estimated $60.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.36% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #13 holding.
Sunflower Bank Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 12 quarters since.
Sunflower Bank Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.68M in Q3 2018.
853 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.