Epstein & White Financial’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Epstein & White Financial’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 Q4	–	Sell	-643	Closed	-$226K	–	80
2019 Q3	$226K	Sell	643 -509	-44%	-$178K	0.11%	65
2019 Q2	$410K	Sell	1,152 -63	-5%	-$22K	0.22%	50
2019 Q1	$424K	Sell	1,215 -703	-37%	-$236K	0.24%	46
2018 Q4	$585K	Buy	1,918 +177	+10%	+$58.9K	0.37%	26
2018 Q3	$641K	Sell	1,741 -90	-5%	-$33K	0.42%	25
2018 Q2	$656K	Sell	1,831 -40	-2%	-$14.1K	0.49%	28
2018 Q1	$625K	Sell	1,871 -20	-1%	-$6.96K	0.4%	40
2017 Q4	$684K	Buy	+1,891	New	+$637K	0.4%	39

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Epstein & White Financial's MDY Position: Q4 2019 in Review

Epstein & White Financial sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2019, closing a stake of 643 shares — an estimated $226K sold.

Epstein & White Financial first reported a position in MDY in Q4 2017 and held it in 8 quarters. The position peaked at $684K in Q4 2017. 933 funds tracked by Wall St. Rank hold MDY as of Q4 2019.

Epstein & White Financial reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2019 after selling out during the quarter.
Epstein & White Financial sold 643 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2019, an estimated $226K.
Epstein & White Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 8 quarters.
Epstein & White Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $684K in Q4 2017.
933 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2019.

Based on Epstein & White Financial's 13F filing for Q4 2019, filed 27 Jan 2020.