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E.S. Barr & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

E.S. Barr & Co’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
2014
Q4 		– Sell
-1,044
Closed -$260K – 91
2014
Q3 		$260K Sell
1,044
-5
-0.5% -$1.28K 0.03% 80
2014
Q2 		$273K Hold
1,049
– – 0.03% 78
2014
Q1 		$263K Sell
1,049
-113
-10% -$27.7K 0.03% 79
2013
Q4 		$284K Buy
1,162
+19
+2% +$4.47K 0.04% 78
2013
Q3 		$259K Buy
+1,143
New +$254K 0.04% 72

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V
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JP Morgan Chase
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LPL Financial
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US Bancorp
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Northern Trust
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PNC Financial Services Group
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KPAG
KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return