Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
V
Veritable’s
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
Stock Holding History
Veritable’s Portfolio
MDY Stock Details
MDY Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-2,200
Closed
-$1.14M
–
933
2021
Q4
$1.14M
Hold
2,200
–
–
0.02%
375
2021
Q3
$1.06M
Hold
2,200
–
–
0.02%
373
2021
Q2
$1.08M
Buy
+2,200
New
+$1.09M
0.02%
364
2018
Q4
–
Sell
-25,100
Closed
-$9.22M
–
810
2018
Q3
$9.22M
Hold
25,100
–
–
0.19%
78
2018
Q2
$8.91M
Hold
25,100
–
–
0.19%
73
2018
Q1
$8.58M
Hold
25,100
–
–
0.18%
77
2017
Q4
$8.67M
Sell
25,100
-3,600
-13%
-$1.21M
0.17%
79
2017
Q3
$9.37M
Hold
28,700
–
–
0.2%
76
2017
Q2
$9.12M
Buy
28,700
+25,400
+770%
+$8M
0.21%
80
2017
Q1
$1.03M
Buy
3,300
+1,400
+74%
+$434K
0.02%
326
2016
Q4
$573K
Sell
1,900
-1,700
-47%
-$491K
0.01%
440
2016
Q3
$1.02M
Hold
3,600
–
–
0.03%
312
2016
Q2
$980K
Hold
3,600
–
–
0.02%
300
2016
Q1
$946K
Hold
3,600
–
–
0.02%
317
2015
Q4
$915K
Buy
+3,600
New
+$937K
0.03%
334
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close