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Winslow Evans & Crocker’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Winslow Evans & Crocker’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 		$203K Buy
483
+232
+92% +$89.4K 0.04% 329
2020
Q3 		$85K Hold
251
– – 0.02% 380
2020
Q2 		$81K Sell
251
-1
-0.4% -$303 0.02% 389
2020
Q1 		$66K Hold
252
– – 0.02% 385
2019
Q4 		$96K Hold
252
– – 0.02% 405
2019
Q3 		$90K Hold
252
– – 0.03% 418
2019
Q2 		$90K Hold
252
– – 0.03% 421
2019
Q1 		$88K Hold
252
– – 0.03% 404
2018
Q4 		$76K Hold
252
– – 0.03% 404
2018
Q3 		$94K Hold
252
– – 0.03% 380
2018
Q2 		$90K Hold
252
– – 0.03% 385
2018
Q1 		$85.8K Hold
252
– – 0.03% 381
2017
Q4 		$86.7K Hold
252
– – 0.03% 393
2017
Q3 		$81.9K Sell
252
-73
-22% -$23.2K 0.03% 390
2017
Q2 		$103K Sell
325
-101
-24% -$31.8K 0.03% 430
2017
Q1 		$133K Hold
426
– – 0.04% 364
2016
Q4 		$128K Hold
426
– – 0.04% 360
2016
Q3 		$120K Hold
426
– – 0.03% 372
2016
Q2 		$116K Buy
426
+1
+0.2% +$267 0.03% 356
2016
Q1 		$112K Sell
425
-1
-0.2% -$243 0.03% 349
2015
Q4 		$108K Hold
426
– – 0.03% 381
2015
Q3 		$106K Buy
426
+252
+145% +$66.7K 0.03% 380
2015
Q2 		$47.5K Hold
174
– – 0.01% 564
2015
Q1 		$48.2K Hold
174
– – 0.01% 550
2014
Q4 		$45.9K Hold
174
– – 0.01% 555
2014
Q3 		$43.4K Buy
174
+100
+135% +$25.7K 0.01% 582
2014
Q2 		$19.3K Hold
74
– – 0.01% 685
2014
Q1 		$18.5K Hold
74
– – 0.01% 690
2013
Q4 		$18K Buy
+74
New +$17.4K 0.01% 731

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winslow Evans & Crocker's MDY Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 92% in Q4 2020, buying an estimated $89.4K and bringing the position to 483 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #329.

Winslow Evans & Crocker first reported a position in MDY in Q4 2013 and has held it in 29 quarters since. 963 funds tracked by Wall St. Rank hold MDY as of Q4 2020.

  • Winslow Evans & Crocker held 483 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $203K as of Q4 2020.
  • Winslow Evans & Crocker bought 232 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2020, an estimated $89.4K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #329 holding.
  • Winslow Evans & Crocker first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 29 quarters since.
  • 963 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.