BKS Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-479
Closed -$135K 215
2016
Q3
$135K Buy
+479
New +$135K 0.06% 199
2016
Q2
Sell
-979
Closed -$257K 184
2016
Q1
$257K Hold
979
0.13% 138
2015
Q4
$249K Buy
+979
New +$255K 0.13% 126

Other funds holding MDY

BKS Advisors's MDY Position: Q4 2016 in Review

BKS Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2016, closing a stake of 479 shares — an estimated $135K sold.

BKS Advisors first reported a position in MDY in Q4 2015 and held it in 3 quarters. The position peaked at $257K in Q1 2016. 684 funds tracked by Wall St. Rank hold MDY as of Q4 2016.

  • BKS Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2016 after selling out during the quarter.
  • BKS Advisors sold 479 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2016, an estimated $135K.
  • BKS Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and held it in 3 quarters.
  • BKS Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $257K in Q1 2016.
  • 684 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2016.

Based on BKS Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.