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

Gerstein Fisher’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
2014
Q1 		– Sell
-2,044
Closed -$499K – 375
2013
Q4 		$499K Sell
2,044
-165
-7% -$38.8K 0.1% 195
2013
Q3 		$500K Buy
+2,209
New +$491K 0.11% 174

Other funds holding MDY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
KPAG
KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gerstein Fisher's MDY Position: Q1 2014 in Review

Gerstein Fisher sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2014, closing a stake of 2,044 shares — an estimated $499K sold.

Gerstein Fisher first reported a position in MDY in Q3 2013 and held it in 2 quarters. The position peaked at $500K in Q3 2013. 521 funds tracked by Wall St. Rank hold MDY as of Q1 2014.

  • Gerstein Fisher reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2014 after selling out during the quarter.
  • Gerstein Fisher sold 2,044 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2014, an estimated $499K.
  • Gerstein Fisher first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2013 and held it in 2 quarters.
  • Gerstein Fisher's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $500K in Q3 2013.
  • 521 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2014.

Based on Gerstein Fisher's 13F filing for Q1 2014, filed 15 May 2014.