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

Sutton Wealth Advisors’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
2023 Q3	$80.8K	Hold	177	–	–	0.04%	188
2023 Q2	$84.8K	Hold	177	–	–	0.04%	182
2023 Q1	$81.1K	Hold	177	–	–	0.04%	171
2022 Q4	$78.4K	Hold	177	–	–	0.03%	288
2022 Q3	$71.1K	Hold	177	–	–	0.03%	304
2022 Q2	$73.2K	Hold	177	–	–	0.03%	290
2022 Q1	$86.8K	Hold	177	–	–	0.03%	278
2021 Q4	$91.6K	Hold	177	–	–	0.03%	278
2021 Q3	$85.1K	Hold	177	–	–	0.03%	270
2021 Q2	$86.9K	Hold	177	–	–	0.03%	273
2021 Q1	$84.3K	Hold	177	–	–	0.03%	266
2020 Q4	$74.3K	Hold	177	–	–	0.03%	269
2020 Q3	$60K	Hold	177	–	–	0.03%	271
2020 Q2	$57.4K	Hold	177	–	–	0.03%	275
2020 Q1	$46.5K	Hold	177	–	–	0.03%	283
2019 Q4	$66.4K	Hold	177	–	–	0.03%	258
2019 Q3	$62.4K	Hold	177	–	–	0.03%	256
2019 Q2	$62.8K	Hold	177	–	–	0.04%	256
2019 Q1	$61.1K	Hold	177	–	–	0.04%	258
2018 Q4	$53.6K	Buy	177 +95	+116%	+$31.6K	0.03%	266
2018 Q3	$30.1K	Hold	82	–	–	0.02%	438
2018 Q2	$29.1K	Hold	82	–	–	0.02%	446
2018 Q1	$28K	Hold	82	–	–	0.02%	441
2017 Q4	$28.3K	Hold	82	–	–	0.02%	433
2017 Q3	$26.8K	Hold	82	–	–	0.02%	446
2017 Q2	$26K	Hold	82	–	–	0.02%	443
2017 Q1	$25.6K	Buy	+82	New	+$25.4K	0.02%	423

Other funds holding MDY

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Sutton Wealth Advisors's MDY Position: Q3 2023 in Review

Sutton Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2023 at 177 shares worth $80.8K. The position accounts for 0.04% of the portfolio, ranked #188.

Sutton Wealth Advisors first reported a position in MDY in Q1 2017 and has held it in 27 quarters since. The position peaked at $91.6K in Q4 2021. 1,157 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

Sutton Wealth Advisors held 177 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $80.8K as of Q3 2023.
Sutton Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2023.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #188 holding.
Sutton Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and has held it in 27 quarters since.
Sutton Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $91.6K in Q4 2021.
1,157 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.