Gresham Partners’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
2015
Q4
$3.16M Buy
12,438
+43
+0.3% +$11.2K 4.36% 7
2015
Q3
$3.08M Buy
12,395
+43
+0.3% +$11.4K 4.36% 4
2015
Q2
$3.38M Buy
12,352
+27
+0.2% +$7.51K 4.78% 4
2015
Q1
$3.4M Buy
12,325
+50
+0.4% +$13.5K 5.66% 4
2014
Q4
$3.24M Buy
+12,275
New +$3.14M 5.16% 4

Other funds holding MDY

Gresham Partners's MDY Position: Q4 2015 in Review

Gresham Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.35% in Q4 2015, buying an estimated $11.2K and bringing the position to 12,438 shares worth $3.16M. The position accounts for 4.36% of the portfolio, ranked #7.

Gresham Partners first reported a position in MDY in Q4 2014 and has held it in 5 quarters since. The position peaked at $3.4M in Q1 2015. 604 funds tracked by Wall St. Rank hold MDY as of Q4 2015.

  • Gresham Partners held 12,438 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.16M as of Q4 2015.
  • Gresham Partners bought 43 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2015, an estimated $11.2K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 4.36% of Gresham Partners's portfolio in Q4 2015, its #7 holding.
  • Gresham Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 5 quarters since.
  • Gresham Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.4M in Q1 2015.
  • 604 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2015.

Based on Gresham Partners's 13F filing for Q4 2015, filed 26 Jan 2016.