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

Executive 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	-273	Closed	-$97K	–	519
2019 Q2	$97K	Sell	273 -11	-4%	-$3.84K	0.01%	220
2019 Q1	$98K	Sell	284 -1,207	-81%	-$406K	0.02%	199
2018 Q4	$451K	Buy	+1,491	New	+$496K	0.08%	111

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

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

Executive Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2019, closing a stake of 273 shares — an estimated $97K sold.

Executive Wealth Management first reported a position in MDY in Q4 2018 and held it in 3 quarters. The position peaked at $451K in Q4 2018. 848 funds tracked by Wall St. Rank hold MDY as of Q3 2019.

Executive 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.
Executive Wealth Management sold 273 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2019, an estimated $97K.
Executive Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $451K 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 Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.