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

Cleary Gull’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	$1.25M	Buy	+4,500	New	+$1.21M	1.18%	11

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

Cleary Gull's MDY Position: Q1 2015 in Review

Cleary Gull opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2015: 4,500 shares worth $1.25M. The stake represents 1.18% of the portfolio and ranks #11 among its holdings.

580 funds tracked by Wall St. Rank hold MDY as of Q1 2015.

Cleary Gull held 4,500 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.25M as of Q1 2015.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Cleary Gull position in Q1 2015.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.18% of Cleary Gull's portfolio in Q1 2015, its #11 holding.
580 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.