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Waterloo Capital’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Waterloo Capital’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
-4,501
Closed -$2.06M – 245
2023
Q1 		$2.06M Buy
+4,501
New +$2.1M 0.64% 35

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Waterloo Capital's MDY Position: Q2 2023 in Review

Waterloo Capital sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2023, closing a stake of 4,501 shares — an estimated $2.06M sold.

Waterloo Capital first reported a position in MDY in Q1 2023 and held it in 1 quarter. The position peaked at $2.06M in Q1 2023. 1,153 funds tracked by Wall St. Rank hold MDY as of Q2 2023.

  • Waterloo Capital reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2023 after selling out during the quarter.
  • Waterloo Capital sold 4,501 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2023, an estimated $2.06M.
  • Waterloo Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and held it in 1 quarter.
  • Waterloo Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.06M in Q1 2023.
  • 1,153 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2023.

Based on Waterloo Capital's 13F filing for Q2 2023, filed 11 Aug 2023.