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

Websterrogers Financial 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
2022 Q1	–	Sell	-422	Closed	-$218K	–	77
2021 Q4	$218K	Sell	422 -60	-12%	-$30.5K	0.05%	62
2021 Q3	$232K	Sell	482 -81	-14%	-$39.8K	0.05%	57
2021 Q2	$264K	Hold	563	–	–	0.06%	55
2021 Q1	$268K	Buy	563 +90	+19%	+$41K	0.07%	45
2020 Q4	$211K	Buy	+473	New	+$182K	0.06%	48

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Websterrogers Financial Advisors's MDY Position: Q1 2022 in Review

Websterrogers Financial Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2022, closing a stake of 422 shares — an estimated $218K sold.

Websterrogers Financial Advisors first reported a position in MDY in Q4 2020 and held it in 5 quarters. The position peaked at $268K in Q1 2021. 1,101 funds tracked by Wall St. Rank hold MDY as of Q1 2022.

Websterrogers Financial Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2022 after selling out during the quarter.
Websterrogers Financial Advisors sold 422 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2022, an estimated $218K.
Websterrogers Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 5 quarters.
Websterrogers Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $268K in Q1 2021.
1,101 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2022.

Based on Websterrogers Financial Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.