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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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