Boston Private Bank & Trust’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Boston Private Bank & Trust’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 Q1	$9.95M	Buy	35,907 +30	+0.1%	+$8.09K	0.46%	73
2014 Q4	$9.47M	Sell	35,877 -103	-0.3%	-$26.4K	0.44%	75
2014 Q3	$8.97M	Buy	35,980 +518	+1%	+$133K	0.44%	75
2014 Q2	$9.24M	Buy	35,462 +194	+0.6%	+$48.6K	0.45%	74
2014 Q1	$8.84M	Sell	35,268 -1,251	-3%	-$307K	0.45%	73
2013 Q4	$8.92M	Buy	36,519 +1,000	+3%	+$235K	0.44%	74
2013 Q3	$8.04M	Buy	35,519 +1,505	+4%	+$335K	0.45%	72
2013 Q2	$7.15M	Buy	+34,014	New	+$7.19M	0.42%	74

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

KPAG

KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return

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

Boston Private Bank & Trust's MDY Position: Q1 2015 in Review

Boston Private Bank & Trust increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.08% in Q1 2015, buying an estimated $8.09K and bringing the position to 35,907 shares worth $9.95M. The position accounts for 0.46% of the portfolio, ranked #73.

Boston Private Bank & Trust first reported a position in MDY in Q2 2013 and has held it in 8 quarters since. 580 funds tracked by Wall St. Rank hold MDY as of Q1 2015.

Boston Private Bank & Trust held 35,907 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $9.95M as of Q1 2015.
Boston Private Bank & Trust bought 30 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2015, an estimated $8.09K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.46% of Boston Private Bank & Trust's portfolio in Q1 2015, its #73 holding.
Boston Private Bank & Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 8 quarters since.
580 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.