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

Doyle 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	-125	Closed	-$44K	–	524
2019 Q2	$44K	Buy	+125	New	+$43.7K	0.01%	386
2019 Q1	–	Sell	-200	Closed	-$61K	–	509
2018 Q4	$61K	Buy	+200	New	+$66.6K	0.01%	321

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

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

Doyle Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2019, closing a stake of 125 shares — an estimated $44K sold.

Doyle Wealth Management first reported a position in MDY in Q4 2018 and held it in 2 quarters. The position peaked at $61K in Q4 2018. 848 funds tracked by Wall St. Rank hold MDY as of Q3 2019.

Doyle 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.
Doyle Wealth Management sold 125 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2019, an estimated $44K.
Doyle Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $61K in Q4 2018.
848 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.