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

Apriem 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
2016 Q4	–	Sell	-90	Closed	-$25K	–	729
2016 Q3	$25K	Buy	+90	New	+$25.4K	0.01%	296
2016 Q2	–	Sell	-100	Closed	-$26K	–	621
2016 Q1	$26K	Hold	100	–	–	0.01%	276
2015 Q4	$25K	Hold	100	–	–	0.01%	266
2015 Q3	$25K	Hold	100	–	–	0.01%	265
2015 Q2	$27K	Hold	100	–	–	0.01%	279
2015 Q1	$28K	Hold	100	–	–	0.01%	268
2014 Q4	$26K	Buy	+100	New	+$25.6K	0.01%	261
2014 Q1	–	Sell	-200	Closed	-$49K	–	514
2013 Q4	$49K	Buy	+200	New	+$47K	0.02%	208

Other funds holding MDY

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Apriem Advisors's MDY Position: Q4 2016 in Review

Apriem Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2016, closing a stake of 90 shares — an estimated $25K sold.

Apriem Advisors first reported a position in MDY in Q4 2013 and held it in 8 quarters. The position peaked at $49K in Q4 2013. 684 funds tracked by Wall St. Rank hold MDY as of Q4 2016.

Apriem Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2016 after selling out during the quarter.
Apriem Advisors sold 90 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2016, an estimated $25K.
Apriem Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and held it in 8 quarters.
Apriem Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $49K in Q4 2013.
684 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.