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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-30
Closed -$8K 697
2015
Q4
$8K Sell
30
-67
-69% -$17.4K ﹤0.01% 438
2015
Q3
$24K Buy
97
+72
+288% +$19.1K 0.02% 281
2015
Q2
$7K Buy
+25
New +$6.95K ﹤0.01% 460

Other funds holding MDY

Focused Wealth Management's MDY Position: Q1 2016 in Review

Focused Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2016, closing a stake of 30 shares — an estimated $8K sold.

Focused Wealth Management first reported a position in MDY in Q2 2015 and held it in 3 quarters. The position peaked at $24K in Q3 2015. 593 funds tracked by Wall St. Rank hold MDY as of Q1 2016.

  • Focused Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2016 after selling out during the quarter.
  • Focused Wealth Management sold 30 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2016, an estimated $8K.
  • Focused Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2015 and held it in 3 quarters.
  • Focused Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $24K in Q3 2015.
  • 593 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2016.

Based on Focused Wealth Management's 13F filing for Q1 2016, filed 11 May 2016.