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

Ten Capital 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 Q2	–	Sell	-150	Closed	-$68.8K	–	395
2023 Q1	$68.8K	Buy	+150	New	+$69.9K	0.02%	199
2022 Q2	–	Sell	-30	Closed	-$15K	–	502
2022 Q1	$15K	Hold	30	–	–	0.01%	247
2021 Q4	$16K	Sell	30 -40	-57%	-$20.4K	0.01%	253
2021 Q3	$34K	Sell	70 -799	-92%	-$392K	0.02%	164
2021 Q2	$427K	Sell	869 -221	-20%	-$109K	0.1%	98
2021 Q1	$518K	Sell	1,090 -114	-9%	-$52K	0.13%	91
2020 Q4	$506K	Sell	1,204 -10	-0.8%	-$3.85K	0.14%	88
2020 Q3	$411K	Buy	+1,214	New	+$414K	0.14%	79

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ten Capital Wealth Advisors's MDY Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2023, closing a stake of 150 shares — an estimated $68.8K sold.

Ten Capital Wealth Advisors first reported a position in MDY in Q3 2020 and held it in 8 quarters. The position peaked at $518K in Q1 2021. 1,153 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 150 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2023, an estimated $68.8K.
Ten Capital Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and held it in 8 quarters.
Ten Capital Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $518K in Q1 2021.
1,153 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.