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

Truvvo 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	-712	Closed	-$342K	–	23
2021 Q3	$342K	Buy	+712	New	+$350K	0.24%	20
2019 Q3	–	Sell	-1,165	Closed	-$414K	–	49
2019 Q2	$414K	Buy	+1,165	New	+$407K	0.23%	35
2019 Q1	–	Sell	-1,238	Closed	-$377K	–	34
2018 Q4	$377K	Hold	1,238	–	–	0.27%	32
2018 Q3	$455K	Hold	1,238	–	–	0.28%	36
2018 Q2	$440K	Hold	1,238	–	–	0.29%	39
2018 Q1	$424K	Hold	1,238	–	–	0.16%	77
2017 Q4	$428K	Sell	1,238 -180	-13%	-$60.7K	0.14%	105
2017 Q3	$463K	Hold	1,418	–	–	0.15%	103
2017 Q2	$450K	Hold	1,418	–	–	0.16%	100
2017 Q1	$444K	Hold	1,418	–	–	0.2%	90
2016 Q4	$428K	Buy	+1,418	New	+$410K	0.15%	105

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Truvvo Partners's MDY Position: Q4 2021 in Review

Truvvo Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2021, closing a stake of 712 shares — an estimated $342K sold.

Truvvo Partners first reported a position in MDY in Q4 2016 and held it in 11 quarters. The position peaked at $463K in Q3 2017. 1,125 funds tracked by Wall St. Rank hold MDY as of Q4 2021.

Truvvo Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2021 after selling out during the quarter.
Truvvo Partners sold 712 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2021, an estimated $342K.
Truvvo Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and held it in 11 quarters.
Truvvo Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $463K in Q3 2017.
1,125 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2021.

Based on Truvvo Partners's 13F filing for Q4 2021, filed 14 Feb 2022.