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

SVA 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
Q4 		$1.23M Buy
2,937
+770
+36% +$297K 0.11% 120
2020
Q3 		$734K Hold
2,167
– – 0.07% 133
2020
Q2 		$703K Hold
2,167
– – 0.08% 132
2020
Q1 		$570K Sell
2,167
-90
-4% -$30.5K 0.07% 139
2019
Q4 		$847K Buy
2,257
+90
+4% +$32.5K 0.08% 127
2019
Q3 		$764K Hold
2,167
– – 0.07% 127
2019
Q2 		$768K Sell
2,167
-14
-0.6% -$4.89K 0.08% 129
2019
Q1 		$753K Sell
2,181
-31
-1% -$10.4K 0.07% 132
2018
Q4 		$670K Hold
2,212
– – 0.08% 132
2018
Q3 		$813K Sell
2,212
-22
-1% -$8.06K 0.08% 127
2018
Q2 		$793K Sell
2,234
-175
-7% -$61.5K 0.09% 130
2018
Q1 		$786K Buy
2,409
+15
+0.6% +$5.22K 0.1% 125
2017
Q4 		$827K Sell
2,394
-15
-0.6% -$5.05K 0.1% 124
2017
Q3 		$786K Sell
2,409
-155
-6% -$49.3K 0.1% 125
2017
Q2 		$814K Hold
2,564
– – 0.11% 121
2017
Q1 		$801K Buy
2,564
+100
+4% +$31K 0.11% 118
2016
Q4 		$743K Hold
2,464
– – 0.11% 121
2016
Q3 		$696K Hold
2,464
– – 0.11% 123
2016
Q2 		$671K Hold
2,464
– – 0.11% 123
2016
Q1 		$647K Sell
2,464
-75
-3% -$18.3K 0.11% 129
2015
Q4 		$645K Buy
2,539
+392
+18% +$102K 0.11% 139
2015
Q3 		$534K Sell
2,147
-400
-16% -$106K 0.1% 145
2015
Q2 		$696K Buy
2,547
+296
+13% +$82.3K 0.13% 138
2015
Q1 		$624K Hold
2,251
– – 0.11% 146
2014
Q4 		$594K Hold
2,251
– – 0.22% 104
2014
Q3 		$561K Hold
2,251
– – 0.24% 93
2014
Q2 		$587K Hold
2,251
– – 0.25% 88
2014
Q1 		$564K Hold
2,251
– – 0.27% 86
2013
Q4 		$550K Buy
+2,251
New +$530K 0.33% 75

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 $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SVA Wealth Management's MDY Position: Q4 2020 in Review

SVA Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 36% in Q4 2020, buying an estimated $297K and bringing the position to 2,937 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #120.

SVA Wealth Management first reported a position in MDY in Q4 2013 and has held it in 29 quarters since. 963 funds tracked by Wall St. Rank hold MDY as of Q4 2020.

  • SVA Wealth Management held 2,937 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.23M as of Q4 2020.
  • SVA Wealth Management bought 770 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2020, an estimated $297K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of SVA Wealth Management's portfolio in Q4 2020, its #120 holding.
  • SVA Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 29 quarters since.
  • 963 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.