Haberer Registered Investment Advisor’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Haberer Registered Investment Advisor’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
2015 Q1	$44K	Hold	158	–	–	0.03%	143
2014 Q4	$42K	Hold	158	–	–	0.02%	149
2014 Q3	$39K	Hold	158	–	–	0.02%	173
2014 Q2	$41K	Hold	158	–	–	0.02%	177
2014 Q1	$40K	Hold	158	–	–	0.02%	174
2013 Q4	$39K	Hold	158	–	–	0.02%	168
2013 Q3	$36K	Sell	158 -40	-20%	-$8.89K	0.01%	173
2013 Q2	$42K	Buy	+198	New	+$41.9K	0.01%	199

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

KPAG

KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Haberer Registered Investment Advisor's MDY Position: Q1 2015 in Review

Haberer Registered Investment Advisor held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2015 at 158 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #143.

Haberer Registered Investment Advisor first reported a position in MDY in Q2 2013 and has held it in 8 quarters since. 580 funds tracked by Wall St. Rank hold MDY as of Q1 2015.

Haberer Registered Investment Advisor held 158 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $44K as of Q1 2015.
Haberer Registered Investment Advisor left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2015.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #143 holding.
Haberer Registered Investment Advisor first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 8 quarters since.
580 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.