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

Vickerman Investment 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 Q2	–	Sell	-484	Closed	-$222K	–	70
2023 Q1	$222K	Sell	484 -9	-2%	-$4.2K	0.09%	68
2022 Q4	$218K	Buy	+493	New	+$218K	0.1%	68
2022 Q3	–	Sell	-488	Closed	-$202K	–	71
2022 Q2	$202K	Sell	488 -5	-1%	-$2.26K	0.1%	73
2022 Q1	$223K	Sell	493 -71	-13%	-$34.5K	0.1%	73
2021 Q4	$292K	Sell	564 -279	-33%	-$142K	0.12%	72
2021 Q3	$405K	Buy	+843	New	+$414K	0.16%	67

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vickerman Investment Advisors's MDY Position: Q2 2023 in Review

Vickerman Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2023, closing a stake of 484 shares — an estimated $222K sold.

Vickerman Investment Advisors first reported a position in MDY in Q3 2021 and held it in 6 quarters. The position peaked at $405K in Q3 2021. 1,155 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

Vickerman Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2023 after selling out during the quarter.
Vickerman Investment Advisors sold 484 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2023, an estimated $222K.
Vickerman Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and held it in 6 quarters.
Vickerman Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $405K in Q3 2021.
1,155 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on Vickerman Investment Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.