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

Wipfli 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 Q3	$445K	Buy	+1,107	New	+$489K	0.03%	251

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Wipfli Financial Advisors's MDY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2022: 1,107 shares worth $445K. The stake represents 0.03% of the portfolio and ranks #251 among its holdings.

1,052 funds tracked by Wall St. Rank hold MDY as of Q3 2022.

Wipfli Financial Advisors held 1,107 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $445K as of Q3 2022.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Wipfli Financial Advisors position in Q3 2022.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #251 holding.
1,052 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.