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

Dynasty 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
2018
Q1 		– Sell
-1,708
Closed -$590K – 82
2017
Q4 		$590K Buy
+1,708
New +$576K 1.02% 25

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Dynasty Wealth Management's MDY Position: Q1 2018 in Review

Dynasty Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2018, closing a stake of 1,708 shares — an estimated $590K sold.

Dynasty Wealth Management first reported a position in MDY in Q4 2017 and held it in 1 quarter. The position peaked at $590K in Q4 2017. 813 funds tracked by Wall St. Rank hold MDY as of Q1 2018.

  • Dynasty Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 1,708 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2018, an estimated $590K.
  • Dynasty Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 1 quarter.
  • Dynasty Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $590K in Q4 2017.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.