Aviance Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Aviance Capital Management’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
2019 Q1	$479K	Buy	1,386 +230	+20%	+$77.4K	0.07%	133
2018 Q4	$350K	Sell	1,156 -1,161	-50%	-$386K	0.05%	134
2018 Q3	$851K	Sell	2,317 -7,525	-76%	-$2.76M	0.08%	105
2018 Q2	$3.49M	Sell	9,842 -614	-6%	-$216K	0.29%	65
2018 Q1	$3.57M	Sell	10,456 -282	-3%	-$98.1K	0.28%	67
2017 Q4	$3.71M	Sell	10,738 -1,905	-15%	-$642K	0.26%	65
2017 Q3	$4.13M	Buy	12,643 +510	+4%	+$162K	0.28%	61
2017 Q2	$3.85M	Sell	12,133 -42,272	-78%	-$13.3M	0.24%	75
2017 Q1	$17M	Buy	54,405 +1,975	+4%	+$613K	0.95%	28
2016 Q4	$15.8M	Buy	52,430 +39,334	+300%	+$11.4M	0.83%	36
2016 Q3	$3.7M	Buy	13,096 +9,967	+319%	+$2.81M	0.1%	123
2016 Q2	$852K	Sell	3,129 -33,480	-91%	-$8.95M	0.03%	219
2016 Q1	$9.62M	Sell	36,609 -2,472	-6%	-$602K	0.32%	74
2015 Q4	$9.93M	Buy	39,081 +3,499	+10%	+$911K	0.33%	77
2015 Q3	$8.86M	Buy	+35,582	New	+$9.42M	0.31%	77
2015 Q2	–	Sell	-14,792	Closed	-$4.1M	–	163
2015 Q1	$4.1M	Buy	+14,792	New	+$3.99M	0.15%	99

Other funds holding MDY

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Aviance Capital Management's MDY Position: Q1 2019 in Review

Aviance Capital Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 20% in Q1 2019, buying an estimated $77.4K and bringing the position to 1,386 shares worth $479K. The position accounts for 0.07% of the portfolio, ranked #133.

Aviance Capital Management first reported a position in MDY in Q1 2015 and has held it in 16 quarters since. The position peaked at $17M in Q1 2017. 857 funds tracked by Wall St. Rank hold MDY as of Q1 2019.

Aviance Capital Management held 1,386 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $479K as of Q1 2019.
Aviance Capital Management bought 230 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2019, an estimated $77.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Aviance Capital Management's portfolio in Q1 2019, its #133 holding.
Aviance Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2015 and has held it in 16 quarters since.
Aviance Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $17M in Q1 2017.
857 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.