Atherton Lane Advisers’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Atherton Lane Advisers’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 Q4	$1.82M	Sell	7,167 -130	-2%	-$33.8K	0.11%	79
2015 Q3	$1.82M	Sell	7,297 -84	-1%	-$22.2K	0.11%	79
2015 Q2	$2.02M	Sell	7,381 -230	-3%	-$63.9K	0.11%	79
2015 Q1	$2.11M	Sell	7,611 -64	-0.8%	-$17.3K	0.11%	85
2014 Q4	$2.03M	Sell	7,675 -207	-3%	-$53K	0.11%	87
2014 Q3	$1.97M	Sell	7,882 -45	-0.6%	-$11.5K	0.11%	92
2014 Q2	$2.06M	Buy	7,927 +615	+8%	+$154K	0.11%	89
2014 Q1	$1.83M	Buy	7,312 +342	+5%	+$83.8K	0.11%	77
2013 Q4	$1.7M	Buy	6,970 +717	+11%	+$169K	0.11%	76
2013 Q3	$1.42M	Buy	6,253 +1,514	+32%	+$337K	0.1%	73
2013 Q2	$996K	Buy	+4,739	New	+$1M	0.07%	74

Other funds holding MDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

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

RJA

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

Atherton Lane Advisers's MDY Position: Q4 2015 in Review

Atherton Lane Advisers reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.8% in Q4 2015, selling an estimated $33.8K and leaving 7,167 shares worth $1.82M. The position accounts for 0.11% of the portfolio, ranked #79.

Atherton Lane Advisers first reported a position in MDY in Q2 2013 and has held it in 11 quarters since. The position peaked at $2.11M in Q1 2015. 604 funds tracked by Wall St. Rank hold MDY as of Q4 2015.

Atherton Lane Advisers held 7,167 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.82M as of Q4 2015.
Atherton Lane Advisers sold 130 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2015, an estimated $33.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Atherton Lane Advisers's portfolio in Q4 2015, its #79 holding.
Atherton Lane Advisers first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 11 quarters since.
Atherton Lane Advisers's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.11M in Q1 2015.
604 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.