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

Surevest’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 Q1	–	Sell	-1,400	Closed	-$10K	–	124
2019 Q4	$10K	Hold	1,400	–	–	﹤0.01%	145
2019 Q3	$21K	Hold	1,400	–	–	0.01%	132
2019 Q2	$20K	Hold	1,400	–	–	0.01%	133
2019 Q1	$6K	Buy	+1,400	New	+$471K	﹤0.01%	122

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

Surevest's MDY Position: Q3 2022 in Review

Surevest reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q3 2022, selling an estimated $6.18K and leaving 115 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #191.

Surevest first reported a position in MDY in Q1 2019 and has held it in 6 quarters since. The position peaked at $531K in Q4 2019. 1,050 funds tracked by Wall St. Rank hold MDY as of Q3 2022.

Surevest held 115 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $46K as of Q3 2022.
Surevest sold 14 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2022, an estimated $6.18K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Surevest's portfolio in Q3 2022, its #191 holding.
Surevest first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and has held it in 6 quarters since.
Surevest's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $531K 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 Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.