Barrington Strategic Wealth Management Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Barrington Strategic Wealth Management Group’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
2017 Q3	$5.74M	Sell	17,597 -311	-2%	-$98.8K	2.9%	9
2017 Q2	$5.69M	Sell	17,908 -3,128	-15%	-$985K	2.89%	8
2017 Q1	$6.57M	Sell	21,036 -845	-4%	-$262K	3.42%	5
2016 Q4	$6.6M	Buy	+21,881	New	+$6.33M	3.54%	5
2014 Q4	–	Sell	-2,506	Closed	-$625K	–	106
2014 Q3	$625K	Sell	2,506 -428	-15%	-$110K	0.41%	71
2014 Q2	$764K	Sell	2,934 -210	-7%	-$52.6K	0.49%	66
2014 Q1	$788K	Sell	3,144 -369	-11%	-$90.5K	0.51%	61
2013 Q4	$858K	Buy	+3,513	New	+$826K	0.57%	54

Other funds holding MDY

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

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

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

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

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

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

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

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

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

RJA

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

Barrington Strategic Wealth Management Group's MDY Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.7% in Q3 2017, selling an estimated $98.8K and leaving 17,597 shares worth $5.74M. The position accounts for 2.9% of the portfolio, ranked #9.

Barrington Strategic Wealth Management Group first reported a position in MDY in Q4 2013 and has held it in 8 quarters since. The position peaked at $6.6M in Q4 2016. 697 funds tracked by Wall St. Rank hold MDY as of Q3 2017.

Barrington Strategic Wealth Management Group held 17,597 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.74M as of Q3 2017.
Barrington Strategic Wealth Management Group sold 311 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2017, an estimated $98.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 2.9% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #9 holding.
Barrington Strategic Wealth Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 8 quarters since.
Barrington Strategic Wealth Management Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $6.6M in Q4 2016.
697 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.