WKWM
MDY icon

Walter & Keenan Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Walter & Keenan 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
2020
Q2 		– Sell
-2,976
Closed -$739K – 170
2020
Q1 		$739K Buy
+2,976
New +$1.01M 0.29% 47

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Walter & Keenan Wealth Management's MDY Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2020, closing a stake of 2,976 shares — an estimated $739K sold.

Walter & Keenan Wealth Management first reported a position in MDY in Q1 2020 and held it in 1 quarter. The position peaked at $739K in Q1 2020. 845 funds tracked by Wall St. Rank hold MDY as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 2,976 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2020, an estimated $739K.
  • Walter & Keenan Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $739K in Q1 2020.
  • 845 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.