Appropriate Balance Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Appropriate Balance Financial Services’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 Q3	$71.3K	Buy	23,258 +306	+1%	+$97.3K	3.54%	11
2017 Q2	$72.3K	Sell	22,952 -206	-0.9%	-$64.8K	3.67%	11
2017 Q1	$74.1K	Sell	23,158 -54,429	-70%	-$16.9M	3.71%	11
2016 Q4	$23.4M	Sell	77,587 -2,708	-3%	-$783K	14.34%	2
2016 Q3	$22.7M	Sell	80,295 -2,677	-3%	-$754K	14.53%	2
2016 Q2	$22.6M	Sell	82,972 -19,241	-19%	-$5.14M	14.95%	2
2016 Q1	$26.9M	Sell	102,213 -3,091	-3%	-$753K	18.65%	2
2015 Q4	$26.8M	Buy	+105,304	New	+$27.4M	18.53%	2

Other funds holding MDY

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RJA

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

Appropriate Balance Financial Services's MDY Position: Q3 2017 in Review

Appropriate Balance Financial Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.3% in Q3 2017, buying an estimated $97.3K and bringing the position to 23,258 shares worth $71.3K. The position accounts for 3.54% of the portfolio, ranked #11.

Appropriate Balance Financial Services first reported a position in MDY in Q4 2015 and has held it in 8 quarters since. The position peaked at $26.9M in Q1 2016. 697 funds tracked by Wall St. Rank hold MDY as of Q3 2017.

Appropriate Balance Financial Services held 23,258 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $71.3K as of Q3 2017.
Appropriate Balance Financial Services bought 306 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2017, an estimated $97.3K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 3.54% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #11 holding.
Appropriate Balance Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and has held it in 8 quarters since.
Appropriate Balance Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $26.9M in Q1 2016.
697 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.