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

Wealth 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 Q3	$510K	Sell	1,117 -132	-11%	-$63.3K	0.23%	36
2023 Q2	$612K	Hold	1,249	–	–	0.26%	34
2023 Q1	$570K	Hold	1,249	–	–	0.27%	38
2022 Q4	$553K	Hold	1,249	–	–	0.29%	38
2022 Q3	$502K	Hold	1,249	–	–	0.26%	40
2022 Q2	$516K	Hold	1,249	–	–	0.25%	41
2022 Q1	$613K	Hold	1,249	–	–	0.22%	40
2021 Q4	$647K	Hold	1,249	–	–	0.22%	40
2021 Q3	$607K	Hold	1,249	–	–	0.24%	39
2021 Q2	$610K	Hold	1,249	–	–	0.22%	38
2021 Q1	$607K	Sell	1,249 -266	-18%	-$121K	0.24%	41
2020 Q4	$636K	Hold	1,515	–	–	0.28%	42
2020 Q3	$550K	Hold	1,515	–	–	0.26%	41
2020 Q2	$496K	Hold	1,515	–	–	0.26%	41
2020 Q1	$416K	Hold	1,515	–	–	0.28%	40
2019 Q4	$577K	Buy	+1,515	New	+$548K	0.33%	40

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

Wealth Advisors's MDY Position: Q3 2023 in Review

Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q3 2023, selling an estimated $63.3K and leaving 1,117 shares worth $510K. The position accounts for 0.23% of the portfolio, ranked #36.

Wealth Advisors first reported a position in MDY in Q4 2019 and has held it in 16 quarters since. The position peaked at $647K in Q4 2021. 1,156 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

Wealth Advisors held 1,117 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $510K as of Q3 2023.
Wealth Advisors sold 132 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2023, an estimated $63.3K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.23% of Wealth Advisors's portfolio in Q3 2023, its #36 holding.
Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 16 quarters since.
Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $647K in Q4 2021.
1,156 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.