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Advisor Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Advisor Partners’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
2017
Q4 		– Sell
-730
Closed -$238K – 576
2017
Q3 		$238K Sell
730
-21
-3% -$6.67K 0.05% 413
2017
Q2 		$239K Buy
751
+37
+5% +$11.6K 0.06% 393
2017
Q1 		$223K Buy
+714
New +$222K 0.06% 391

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Advisor Partners's MDY Position: Q4 2017 in Review

Advisor Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2017, closing a stake of 730 shares — an estimated $238K sold.

Advisor Partners first reported a position in MDY in Q1 2017 and held it in 3 quarters. The position peaked at $239K in Q2 2017. 812 funds tracked by Wall St. Rank hold MDY as of Q4 2017.

  • Advisor Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2017 after selling out during the quarter.
  • Advisor Partners sold 730 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2017, an estimated $238K.
  • Advisor Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and held it in 3 quarters.
  • Advisor Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $239K in Q2 2017.
  • 812 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2017.

Based on Advisor Partners's 13F filing for Q4 2017, filed 26 Jan 2018.