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

Clarfeld Financial Advisors’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
2018 Q4	$553K	Buy	+1,818	New	+$605K	0.46%	26

Other funds holding MDY

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Clarfeld Financial Advisors's MDY Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2018: 1,818 shares worth $553K. The stake represents 0.46% of the portfolio and ranks #26 among its holdings.

847 funds tracked by Wall St. Rank hold MDY as of Q4 2018.

Clarfeld Financial Advisors held 1,818 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $553K as of Q4 2018.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Clarfeld Financial Advisors position in Q4 2018.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.46% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #26 holding.
847 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.