W
MDY icon

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

WealthOne’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
2019
Q1 		– Sell
-53
Closed -$16K – 351
2018
Q4 		$16K Buy
+53
New +$17.6K 0.01% 316

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WealthOne's MDY Position: Q1 2019 in Review

WealthOne sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2019, closing a stake of 53 shares — an estimated $16K sold.

WealthOne first reported a position in MDY in Q4 2018 and held it in 1 quarter. The position peaked at $16K in Q4 2018. 856 funds tracked by Wall St. Rank hold MDY as of Q1 2019.

  • WealthOne reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 53 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2019, an estimated $16K.
  • WealthOne first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and held it in 1 quarter.
  • WealthOne's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $16K in Q4 2018.
  • 856 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.