DK
MDY icon

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

Darrell & King’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
2016
Q3 		– Sell
-815
Closed -$222K – 53
2016
Q2 		$222K Hold
815
– – 0.04% 45
2016
Q1 		$214K Hold
815
– – 0.04% 49
2015
Q4 		$207K Buy
+815
New +$212K 0.03% 51

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Darrell & King's MDY Position: Q3 2016 in Review

Darrell & King sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2016, closing a stake of 815 shares — an estimated $222K sold.

Darrell & King first reported a position in MDY in Q4 2015 and held it in 3 quarters. The position peaked at $222K in Q2 2016. 614 funds tracked by Wall St. Rank hold MDY as of Q3 2016.

  • Darrell & King reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2016 after selling out during the quarter.
  • Darrell & King sold 815 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2016, an estimated $222K.
  • Darrell & King first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and held it in 3 quarters.
  • Darrell & King's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $222K in Q2 2016.
  • 614 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2016.

Based on Darrell & King's 13F filing for Q3 2016, filed 31 Oct 2016.