Braver Wealth Management’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
$272K Buy
902
+107
+13% +$30.9K 0.04% 136
2016
Q3
$224K Buy
+795
New +$224K 0.04% 134
2015
Q2
Sell
-17,370
Closed -$4.82M 94
2015
Q1
$4.82M Buy
+17,370
New +$4.68M 0.99% 25
2014
Q3
Sell
-16,821
Closed -$4.38M 85
2014
Q2
$4.38M Buy
+16,821
New +$4.21M 1.13% 21

Other funds holding MDY

Braver Wealth Management's MDY Position: Q4 2016 in Review

Braver Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 13% in Q4 2016, buying an estimated $30.9K and bringing the position to 902 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #136.

Braver Wealth Management first reported a position in MDY in Q2 2014 and has held it in 4 quarters since. The position peaked at $4.82M in Q1 2015. 684 funds tracked by Wall St. Rank hold MDY as of Q4 2016.

  • Braver Wealth Management held 902 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $272K as of Q4 2016.
  • Braver Wealth Management bought 107 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2016, an estimated $30.9K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Braver Wealth Management's portfolio in Q4 2016, its #136 holding.
  • Braver Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2014 and has held it in 4 quarters since.
  • Braver Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.82M in Q1 2015.
  • 684 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.