Destination Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Destination Wealth Management’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
2019 Q3	–	Sell	-51	Closed	-$18K	–	353
2019 Q2	$18K	Sell	51 -261	-84%	-$91.2K	﹤0.01%	387
2019 Q1	$108K	Buy	+312	New	+$105K	0.01%	183
2018 Q2	–	Sell	-6	Closed	-$2K	–	598
2018 Q1	$2K	Buy	+6	New	+$2.09K	﹤0.01%	508
2015 Q2	–	Sell	-1,200	Closed	-$333K	–	254
2015 Q1	$333K	Hold	1,200	–	–	0.04%	95
2014 Q4	$317K	Sell	1,200 -98	-8%	-$25.1K	0.03%	95
2014 Q3	$324K	Buy	1,298 +98	+8%	+$25.2K	0.03%	108
2014 Q2	$313K	Hold	1,200	–	–	0.03%	112
2014 Q1	$301K	Buy	+1,200	New	+$294K	0.03%	103

Other funds holding MDY

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

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

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

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Destination Wealth Management's MDY Position: Q3 2019 in Review

Destination Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2019, closing a stake of 51 shares — an estimated $18K sold.

Destination Wealth Management first reported a position in MDY in Q1 2014 and held it in 8 quarters. The position peaked at $333K in Q1 2015. 848 funds tracked by Wall St. Rank hold MDY as of Q3 2019.

Destination Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 51 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2019, an estimated $18K.
Destination Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2014 and held it in 8 quarters.
Destination Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $333K in Q1 2015.
848 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.