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Wealthspire Advisors (Maryland)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$3.15M Buy
9,294
+164
+2% +$56K 0.11% 92
2020
Q2 		$2.96M Sell
9,130
-376
-4% -$114K 0.21% 73
2020
Q1 		$2.5M Sell
9,506
-5,328
-36% -$1.81M 0.22% 69
2019
Q4 		$5.57M Sell
14,834
-9,330
-39% -$3.37M 0.37% 46
2019
Q3 		$8.52M Buy
24,164
+1
+0% +$350 0.62% 32
2019
Q2 		$8.57M Sell
24,163
-26
-0.1% -$9.09K 0.64% 32
2019
Q1 		$8.36M Sell
24,189
-682
-3% -$229K 0.63% 31
2018
Q4 		$7.53M Buy
24,871
+4,726
+23% +$1.57M 0.67% 31
2018
Q3 		$7.4M Sell
20,145
-691
-3% -$253K 0.61% 29
2018
Q2 		$7.4M Buy
20,836
+2,889
+16% +$1.02M 0.67% 27
2018
Q1 		$6.13M Buy
17,947
+2,006
+13% +$698K 0.58% 32
2017
Q4 		$5.51M Buy
15,941
+10,960
+220% +$3.69M 0.54% 32
2017
Q3 		$1.63M Sell
4,981
-64
-1% -$20.3K 0.18% 90
2017
Q2 		$1.6M Buy
5,045
+3,914
+346% +$1.23M 0.19% 85
2017
Q1 		$353K Sell
1,131
-26
-2% -$8.07K 0.05% 252
2016
Q4 		$349K Buy
1,157
+21
+2% +$6.07K 0.05% 243
2016
Q3 		$321K Buy
1,136
+90
+9% +$25.4K 0.05% 253
2016
Q2 		$285K Buy
1,046
+600
+135% +$160K 0.05% 266
2016
Q1 		$117K Sell
446
-20
-4% -$4.87K 0.02% 489
2015
Q4 		$118K Buy
+466
New +$121K 0.02% 487

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MDY Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.8% in Q3 2020, buying an estimated $56K and bringing the position to 9,294 shares worth $3.15M. The position accounts for 0.11% of the portfolio, ranked #92.

Wealthspire Advisors (Maryland) first reported a position in MDY in Q4 2015 and has held it in 20 quarters since. The position peaked at $8.57M in Q2 2019. 852 funds tracked by Wall St. Rank hold MDY as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 9,294 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.15M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 164 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2020, an estimated $56K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #92 holding.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.57M in Q2 2019.
  • 852 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.