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TrueWealth LLC’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

TrueWealth LLC’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
2019
Q4 		– Sell
-154
Closed -$54K – 750
2019
Q3 		$54K Buy
154
+1
+0.7% +$350 0.02% 255
2019
Q2 		$54K Hold
153
– – 0.02% 259
2019
Q1 		$53K Buy
153
+1
+0.7% +$336 0.02% 259
2018
Q4 		$46K Hold
152
– – 0.02% 264
2018
Q3 		$56K Buy
152
+1
+0.7% +$366 0.03% 257
2018
Q2 		$54K Hold
151
– – 0.03% 258
2018
Q1 		$52K Sell
151
-159
-51% -$55.3K 0.03% 257
2017
Q4 		$107K Buy
+310
New +$104K 0.05% 200

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return