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

Cordasco Financial Network’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 Q2	–	Sell	-27	Closed	-$7K	–	302
2015 Q1	$7K	Sell	27 -195	-88%	-$52.6K	0.01%	250
2014 Q4	$59K	Sell	222 -436	-66%	-$112K	0.05%	145
2014 Q3	$164K	Hold	658	–	–	0.13%	100
2014 Q2	$171K	Hold	658	–	–	0.13%	95
2014 Q1	$165K	Hold	658	–	–	0.13%	94
2013 Q4	$161K	Buy	+658	New	+$155K	0.12%	83

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 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

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

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

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Cordasco Financial Network's MDY Position: Q2 2015 in Review

Cordasco Financial Network sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2015, closing a stake of 27 shares — an estimated $7K sold.

Cordasco Financial Network first reported a position in MDY in Q4 2013 and held it in 6 quarters. The position peaked at $171K in Q2 2014. 573 funds tracked by Wall St. Rank hold MDY as of Q2 2015.

Cordasco Financial Network reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2015 after selling out during the quarter.
Cordasco Financial Network sold 27 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2015, an estimated $7K.
Cordasco Financial Network first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and held it in 6 quarters.
Cordasco Financial Network's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $171K in Q2 2014.
573 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2015.

Based on Cordasco Financial Network's 13F filing for Q2 2015, filed 11 Aug 2015.