Wolff Wiese Magana’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Wolff Wiese Magana’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 Q4	–	Sell	-34	Closed	-$14K	–	896
2022 Q3	$14K	Hold	34	–	–	0.01%	448
2022 Q2	$14K	Hold	34	–	–	0.01%	479
2022 Q1	$17K	Hold	34	–	–	0.01%	454
2021 Q4	$18K	Hold	34	–	–	0.01%	444
2021 Q3	$16K	Hold	34	–	–	0.01%	451
2021 Q2	$17K	Sell	34 -6	-15%	-$2.96K	0.01%	417
2021 Q1	$19K	Hold	40	–	–	0.01%	401
2020 Q4	$17K	Buy	+40	New	+$15.4K	0.01%	386

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Wolff Wiese Magana's MDY Position: Q4 2022 in Review

Wolff Wiese Magana sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2022, closing a stake of 34 shares — an estimated $14K sold.

Wolff Wiese Magana first reported a position in MDY in Q4 2020 and held it in 8 quarters. The position peaked at $19K in Q1 2021. 1,147 funds tracked by Wall St. Rank hold MDY as of Q4 2022.

Wolff Wiese Magana reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2022 after selling out during the quarter.
Wolff Wiese Magana sold 34 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2022, an estimated $14K.
Wolff Wiese Magana first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 8 quarters.
Wolff Wiese Magana's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $19K in Q1 2021.
1,147 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2022.

Based on Wolff Wiese Magana's 13F filing for Q4 2022, filed 9 Feb 2023.