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

Zeke Capital 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 Q4	$379K	Hold	855	–	–	0.02%	289
2022 Q3	$343K	Hold	855	–	–	0.03%	286
2022 Q2	$354K	Hold	855	–	–	0.02%	280
2022 Q1	$419K	Hold	855	–	–	0.02%	270
2021 Q4	$443K	Hold	855	–	–	0.03%	167
2021 Q3	$411K	Buy	+855	New	+$420K	0.02%	167

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Zeke Capital Advisors's MDY Position: Q4 2022 in Review

Zeke Capital Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q4 2022 at 855 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #289.

Zeke Capital Advisors first reported a position in MDY in Q3 2021 and has held it in 6 quarters since. The position peaked at $443K in Q4 2021. 1,145 funds tracked by Wall St. Rank hold MDY as of Q4 2022.

Zeke Capital Advisors held 855 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $379K as of Q4 2022.
Zeke Capital Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q4 2022.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #289 holding.
Zeke Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and has held it in 6 quarters since.
Zeke Capital Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $443K in Q4 2021.
1,145 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.