AWS
MDY icon

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

Aris Wealth 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
2015
Q3 		– Sell
-41
Closed -$11K – 454
2015
Q2 		$11K Buy
+41
New +$11.4K 0.01% 362

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Aris Wealth Services's MDY Position: Q3 2015 in Review

Aris Wealth Services sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2015, closing a stake of 41 shares — an estimated $11K sold.

Aris Wealth Services first reported a position in MDY in Q2 2015 and held it in 1 quarter. The position peaked at $11K in Q2 2015. 563 funds tracked by Wall St. Rank hold MDY as of Q3 2015.

  • Aris Wealth Services reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 41 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2015, an estimated $11K.
  • Aris Wealth Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2015 and held it in 1 quarter.
  • Aris Wealth Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11K in Q2 2015.
  • 563 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.