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

Family 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 Q4	–	Sell	-446	Closed	-$157K	–	203
2019 Q3	$157K	Buy	+446	New	+$156K	0.06%	138

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

Family Management's MDY Position: Q4 2019 in Review

Family Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2019, closing a stake of 446 shares — an estimated $157K sold.

Family Management first reported a position in MDY in Q3 2019 and held it in 1 quarter. The position peaked at $157K in Q3 2019. 933 funds tracked by Wall St. Rank hold MDY as of Q4 2019.

Family Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2019 after selling out during the quarter.
Family Management sold 446 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2019, an estimated $157K.
Family Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2019 and held it in 1 quarter.
Family Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $157K in Q3 2019.
933 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2019.

Based on Family Management's 13F filing for Q4 2019, filed 11 Feb 2020.