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

V Wealth 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
2023 Q3	–	Sell	-539	Closed	-$258K	–	262
2023 Q2	$258K	Sell	539 -26	-5%	-$11.8K	0.04%	312
2023 Q1	$259K	Sell	565 -21	-4%	-$9.79K	0.05%	316
2022 Q4	$260K	Sell	586 -17	-3%	-$7.52K	0.05%	297
2022 Q3	$243K	Sell	603 -54	-8%	-$23.9K	0.05%	324
2022 Q2	$272K	Sell	657 -3	-0.5%	-$1.35K	0.05%	331
2022 Q1	$323K	Buy	660 +1	+0.2%	+$487	0.05%	331
2021 Q4	$341K	Sell	659 -115	-15%	-$58.5K	0.05%	335
2021 Q3	$372K	Buy	774 +111	+17%	+$54.5K	0.06%	321
2021 Q2	$322K	Buy	663 +89	+16%	+$43.9K	0.05%	350
2021 Q1	$274K	Sell	574 -325	-36%	-$148K	0.05%	347
2020 Q4	$378K	Buy	+899	New	+$346K	0.08%	259
2020 Q3	–	Sell	-1,390	Closed	-$451K	–	268
2020 Q2	$451K	Sell	1,390 -243	-15%	-$73.7K	0.12%	197
2020 Q1	$429K	Sell	1,633 -595	-27%	-$202K	0.13%	173
2019 Q4	$785K	Hold	2,228	–	–	0.28%	94
2019 Q3	$785K	Sell	2,228 -102	-4%	-$35.7K	0.28%	94
2019 Q2	$833K	Buy	2,330 +23	+1%	+$8.04K	0.32%	87
2019 Q1	$823K	Buy	2,307 +142	+7%	+$47.8K	0.33%	82
2018 Q4	$704K	Sell	2,165 -75	-3%	-$25K	0.36%	78
2018 Q3	$823K	Buy	2,240 +433	+24%	+$159K	0.38%	71
2018 Q2	$653K	Sell	1,807 -22	-1%	-$7.74K	0.37%	77
2018 Q1	$612K	Buy	1,829 +430	+31%	+$150K	0.33%	86
2017 Q4	$495K	Sell	1,399 -666	-32%	-$224K	0.25%	104
2017 Q3	$673K	Buy	2,065 +82	+4%	+$26.1K	0.34%	67
2017 Q2	$630K	Buy	1,983 +387	+24%	+$122K	0.3%	76
2017 Q1	$499K	Sell	1,596 -32	-2%	-$9.93K	0.31%	84
2016 Q4	$495K	Hold	1,628	–	–	0.36%	82
2016 Q3	$460K	Sell	1,628 -78	-5%	-$22K	0.37%	82
2016 Q2	$464K	Buy	1,706 +130	+8%	+$34.7K	0.38%	82
2016 Q1	$413K	Buy	+1,576	New	+$384K	0.33%	80

Other funds holding MDY

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

V Wealth Advisors's MDY Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2023, closing a stake of 539 shares — an estimated $258K sold.

V Wealth Advisors first reported a position in MDY in Q1 2016 and held it in 29 quarters. The position peaked at $833K in Q2 2019. 1,156 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

V Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 539 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2023, an estimated $258K.
V Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2016 and held it in 29 quarters.
V Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $833K in Q2 2019.
1,156 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.