First Personal Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

First Personal Financial Services’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	-750	Closed	-$266K	–	676
2019 Q2	$266K	Buy	+750	New	+$262K	0.08%	150
2018 Q4	–	Sell	-66	Closed	-$24K	–	677
2018 Q3	$24K	Buy	+66	New	+$24.2K	0.01%	385
2016 Q1	–	Sell	-29	Closed	-$7K	–	363
2015 Q4	$7K	Buy	+29	New	+$7.55K	﹤0.01%	316

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

First Personal Financial Services's MDY Position: Q3 2019 in Review

First Personal Financial Services sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2019, closing a stake of 750 shares — an estimated $266K sold.

First Personal Financial Services first reported a position in MDY in Q4 2015 and held it in 3 quarters. The position peaked at $266K in Q2 2019. 848 funds tracked by Wall St. Rank hold MDY as of Q3 2019.

First Personal Financial Services reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 750 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2019, an estimated $266K.
First Personal Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and held it in 3 quarters.
First Personal Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $266K in Q2 2019.
848 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.