EWF
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return