Wimmer Associates 1’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Wimmer Associates 1’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
2021 Q2	–	Sell	-554	Closed	-$264K	–	124
2021 Q1	$264K	Buy	+554	New	+$253K	0.14%	99
2020 Q1	–	Sell	-919	Closed	-$345K	–	101
2019 Q4	$345K	Sell	919 -181	-16%	-$65.4K	0.28%	77
2019 Q3	$388K	Hold	1,100	–	–	0.34%	71
2019 Q2	$390K	Sell	1,100 -223	-17%	-$77.9K	0.34%	72
2019 Q1	$457K	Sell	1,323 -30	-2%	-$10.1K	0.41%	64
2018 Q4	$410K	Sell	1,353 -25	-2%	-$8.32K	0.41%	64
2018 Q3	$506K	Sell	1,378 -50	-4%	-$18.3K	0.42%	62
2018 Q2	$507K	Buy	1,428 +30	+2%	+$10.5K	0.45%	61
2018 Q1	$478K	Hold	1,398	–	–	0.42%	67
2017 Q4	$483K	Buy	1,398 +68	+5%	+$22.9K	0.43%	66
2017 Q3	$434K	Hold	1,330	–	–	0.4%	72
2017 Q2	$423K	Buy	1,330 +155	+13%	+$48.8K	0.39%	71
2017 Q1	$367K	Sell	1,175 -225	-16%	-$69.8K	0.34%	84
2016 Q4	$423K	Buy	1,400 +250	+22%	+$72.3K	0.39%	74
2016 Q3	$325K	Sell	1,150 -105	-8%	-$29.6K	0.29%	87
2016 Q2	$342K	Hold	1,255	–	–	0.31%	86
2016 Q1	$330K	Hold	1,255	–	–	0.3%	84
2015 Q4	$319K	Buy	+1,255	New	+$327K	0.33%	78

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wimmer Associates 1's MDY Position: Q2 2021 in Review

Wimmer Associates 1 sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2021, closing a stake of 554 shares — an estimated $264K sold.

Wimmer Associates 1 first reported a position in MDY in Q4 2015 and held it in 18 quarters. The position peaked at $507K in Q2 2018. 1,039 funds tracked by Wall St. Rank hold MDY as of Q2 2021.

Wimmer Associates 1 reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2021 after selling out during the quarter.
Wimmer Associates 1 sold 554 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2021, an estimated $264K.
Wimmer Associates 1 first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and held it in 18 quarters.
Wimmer Associates 1's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $507K in Q2 2018.
1,039 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2021.

Based on Wimmer Associates 1's 13F filing for Q2 2021, filed 12 Aug 2021.