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

TFO Wealth Partners’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
2021
Q4 		– Sell
-32
Closed -$15K – 171
2021
Q3 		$15K Hold
32
– – ﹤0.01% 82
2021
Q2 		$16K Buy
+32
New +$15.8K ﹤0.01% 55
2020
Q2 		– Sell
-122
Closed -$32K – 147
2020
Q1 		$32K Hold
122
– – 0.01% 70
2019
Q4 		$45K Buy
+122
New +$44.1K 0.04% 68

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TFO Wealth Partners's MDY Position: Q4 2021 in Review

TFO Wealth Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2021, closing a stake of 32 shares — an estimated $15K sold.

TFO Wealth Partners first reported a position in MDY in Q4 2019 and held it in 4 quarters. The position peaked at $45K in Q4 2019. 1,125 funds tracked by Wall St. Rank hold MDY as of Q4 2021.

  • TFO Wealth Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 32 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2021, an estimated $15K.
  • TFO Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and held it in 4 quarters.
  • TFO Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $45K in Q4 2019.
  • 1,125 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2021.

Based on TFO Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.