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Swaine & Leidel Wealth Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Swaine & Leidel Wealth Services’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
2022
Q1 		$801K Buy
+801
New +$390K 0.62% 38
2021
Q3 		$737K Buy
+1,534
New +$753K 0.65% 33
2021
Q1 		$801K Buy
+1,682
New +$767K 0.52% 44

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Swaine & Leidel Wealth Services's MDY Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2022: 801 shares worth $801K. The stake represents 0.62% of the portfolio and ranks #38 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in MDY as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in MDY in Q1 2021 and has held it in 3 quarters since. 1,101 funds tracked by Wall St. Rank hold MDY as of Q1 2022.

  • Swaine & Leidel Wealth Services held 801 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $801K as of Q1 2022.
  • State Street SPDR S&P MIDCAP 400 ETF Trust was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.62% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #38 holding.
  • Swaine & Leidel Wealth Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 3 quarters since.
  • 1,101 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.