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

WESCAP Management Group’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 Q4	–	Sell	-706	Closed	-$239K	–	82
2020 Q3	$239K	Sell	706 -183	-21%	-$62.5K	0.08%	75
2020 Q2	$288K	Hold	889	–	–	0.1%	75
2020 Q1	$233K	Sell	889 -52	-6%	-$17.6K	0.1%	78
2019 Q4	$353K	Hold	941	–	–	0.14%	63
2019 Q3	$331K	Hold	941	–	–	0.14%	62
2019 Q2	$333K	Hold	941	–	–	0.14%	70
2019 Q1	$325K	Sell	941 -824	-47%	-$277K	0.14%	68
2018 Q4	$534K	Sell	1,765 -2,232	-56%	-$743K	0.26%	57
2018 Q3	$1.47M	Hold	3,997	–	–	0.74%	32
2018 Q2	$1.42M	Hold	3,997	–	–	0.68%	34
2018 Q1	$1.36M	Hold	3,997	–	–	0.55%	40
2017 Q4	$1.38M	Buy	3,997 +1,909	+91%	+$643K	0.54%	43
2017 Q3	$681K	Hold	2,088	–	–	0.31%	50
2017 Q2	$663K	Hold	2,088	–	–	0.31%	51
2017 Q1	$652K	Hold	2,088	–	–	0.32%	45
2016 Q4	$630K	Hold	2,088	–	–	0.32%	42
2016 Q3	$589K	Hold	2,088	–	–	0.31%	42
2016 Q2	$568K	Hold	2,088	–	–	0.28%	45
2016 Q1	$549K	Buy	+2,088	New	+$508K	0.28%	39

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

WESCAP Management Group's MDY Position: Q4 2020 in Review

WESCAP Management Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2020, closing a stake of 706 shares — an estimated $239K sold.

WESCAP Management Group first reported a position in MDY in Q1 2016 and held it in 19 quarters. The position peaked at $1.47M in Q3 2018. 963 funds tracked by Wall St. Rank hold MDY as of Q4 2020.

WESCAP Management Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2020 after selling out during the quarter.
WESCAP Management Group sold 706 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2020, an estimated $239K.
WESCAP Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2016 and held it in 19 quarters.
WESCAP Management Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.47M in Q3 2018.
963 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2020.

Based on WESCAP Management Group's 13F filing for Q4 2020, filed 10 Feb 2021.