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Trivium Point Advisory’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Trivium Point Advisory’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
Q2 		– Sell
-760
Closed -$363K – 225
2022
Q1 		$363K Hold
760
– – 0.08% 184
2021
Q4 		$393K Hold
760
– – 0.08% 176
2021
Q3 		$375K Hold
760
– – 0.09% 169
2021
Q2 		$373K Hold
760
– – 0.09% 168
2021
Q1 		$362K Hold
760
– – 0.1% 159
2020
Q4 		$335K Hold
760
– – 0.1% 158
2020
Q3 		$258K Hold
760
– – 0.09% 150
2020
Q2 		$249K Sell
760
-478
-39% -$145K 0.1% 144
2020
Q1 		$346K Buy
+1,238
New +$420K 0.18% 116

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 $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
V
Veritable Wilmington, Delaware $6.17B 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 $564B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return