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

AmeriServ Wealth 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
2019 Q3	–	Sell	-1,055	Closed	-$375K	–	70
2019 Q2	$375K	Hold	1,055	–	–	0.49%	39
2019 Q1	$364K	Hold	1,055	–	–	0.76%	41
2018 Q4	$320K	Buy	1,055 +300	+40%	+$99.9K	0.81%	42
2018 Q3	$276K	Sell	755 -9,076	-92%	-$3.32M	0.34%	58
2018 Q2	$3.49M	Sell	9,831 -4,124	-30%	-$1.45M	4.69%	3
2018 Q1	$4.77M	Sell	13,955 -2,707	-16%	-$942K	5.39%	5
2017 Q4	$5.76M	Buy	+16,662	New	+$5.61M	5.57%	3
2017 Q1	$5.33M	Buy	17,050 +2,528	+17%	+$785K	6.97%	4
2016 Q4	$4.38M	Buy	14,522 +13,717	+1,704%	+$3.97M	5.12%	4
2016 Q3	$227K	Buy	+805	New	+$227K	0.29%	57

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AmeriServ Wealth Advisors's MDY Position: Q3 2019 in Review

AmeriServ Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2019, closing a stake of 1,055 shares — an estimated $375K sold.

AmeriServ Wealth Advisors first reported a position in MDY in Q3 2016 and held it in 10 quarters. The position peaked at $5.76M in Q4 2017. 847 funds tracked by Wall St. Rank hold MDY as of Q3 2019.

AmeriServ Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2019 after selling out during the quarter.
AmeriServ Wealth Advisors sold 1,055 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2019, an estimated $375K.
AmeriServ Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2016 and held it in 10 quarters.
AmeriServ Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.76M in Q4 2017.
847 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2019.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.