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MDY icon

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 – 622
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return