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

Financial Gravity Companies’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
2018 Q4	$7.62M	Buy	+22,766	New	+$7.58M	6.93%	1
2018 Q1	$7.29M	Buy	21,371 +2,320	+12%	+$807K	7.46%	1
2017 Q4	$6.78M	Buy	+19,051	New	+$6.42M	7.78%	1

Other funds holding MDY

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Financial Gravity Companies's MDY Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2018: 22,766 shares worth $7.62M. The stake represents 6.93% of the portfolio and ranks #1 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MDY as recently as Q1 2018.

Financial Gravity Companies first reported a position in MDY in Q4 2017 and has held it in 3 quarters since. 847 funds tracked by Wall St. Rank hold MDY as of Q4 2018.

Financial Gravity Companies held 22,766 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.62M as of Q4 2018.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Financial Gravity Companies position in Q4 2018.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 6.93% of Financial Gravity Companies's portfolio in Q4 2018, its #1 holding.
Financial Gravity Companies first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 3 quarters since.
847 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.