TLFA
MDY icon

True Link Financial Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

True Link Financial 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
2021
Q2 		– Sell
-766
Closed -$365K – 731
2021
Q1 		$365K Hold
766
– – 0.05% 133
2020
Q4 		$322K Buy
+766
New +$295K 0.05% 151

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

True Link Financial Advisors's MDY Position: Q2 2021 in Review

True Link Financial Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2021, closing a stake of 766 shares — an estimated $365K sold.

True Link Financial Advisors first reported a position in MDY in Q4 2020 and held it in 2 quarters. The position peaked at $365K in Q1 2021. 1,040 funds tracked by Wall St. Rank hold MDY as of Q2 2021.

  • True Link Financial Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 766 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2021, an estimated $365K.
  • True Link Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 2 quarters.
  • True Link Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $365K in Q1 2021.
  • 1,040 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2021.

Based on True Link Financial Advisors's 13F filing for Q2 2021, filed 19 Aug 2021.