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

WESPAC Advisors SoCal’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
Q2 		– Sell
-50
Closed -$17K – 208
2019
Q1 		$17K Buy
+50
New +$16.8K 0.01% 190
2018
Q4 		– Hold
0
– – – 149
2018
Q3 		– Hold
0
– – – 143

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WESPAC Advisors SoCal's MDY Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2019, closing a stake of 50 shares — an estimated $17K sold.

WESPAC Advisors SoCal first reported a position in MDY in Q1 2019 and held it in 1 quarter. The position peaked at $17K in Q1 2019. 856 funds tracked by Wall St. Rank hold MDY as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 50 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2019, an estimated $17K.
  • WESPAC Advisors SoCal first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and held it in 1 quarter.
  • WESPAC Advisors SoCal's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $17K in Q1 2019.
  • 856 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.