Walled Lake Planning & Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Walled Lake Planning & Wealth Management’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 Q3	–	Sell	-513	Closed	-$252K	–	335
2021 Q2	$252K	Sell	513 -28	-5%	-$13.8K	0.16%	67
2021 Q1	$258K	Buy	+541	New	+$247K	0.18%	63

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Walled Lake Planning & Wealth Management's MDY Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2021, closing a stake of 513 shares — an estimated $252K sold.

Walled Lake Planning & Wealth Management first reported a position in MDY in Q1 2021 and held it in 2 quarters. The position peaked at $258K in Q1 2021. 1,025 funds tracked by Wall St. Rank hold MDY as of Q3 2021.

Walled Lake Planning & Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 513 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2021, an estimated $252K.
Walled Lake Planning & Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and held it in 2 quarters.
Walled Lake Planning & Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $258K in Q1 2021.
1,025 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.