Hirtle Callaghan & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Hirtle Callaghan & Co’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 Q1	–	Sell	-27,100	Closed	-$8.2M	–	109
2018 Q4	$8.2M	Hold	27,100	–	–	0.71%	13
2018 Q3	$9.96M	Hold	27,100	–	–	0.88%	10
2018 Q2	$9.62M	Hold	27,100	–	–	0.89%	10
2018 Q1	$9.26M	Hold	27,100	–	–	0.86%	10
2017 Q4	$9.36M	Hold	27,100	–	–	0.86%	10
2017 Q3	$8.84M	Buy	+27,100	New	+$8.61M	0.88%	10
2016 Q4	–	Sell	-26,372	Closed	-$7.44M	–	182
2016 Q3	$7.44M	Hold	26,372	–	–	1.54%	7
2016 Q2	$7.18M	Hold	26,372	–	–	1.33%	8
2016 Q1	$6.93M	Buy	+26,372	New	+$6.42M	1.3%	7
2014 Q4	–	Sell	-26,649	Closed	-$6.64M	–	596
2014 Q3	$6.64M	Buy	+26,649	New	+$6.84M	1.1%	16
2014 Q2	–	Sell	-26,372	Closed	-$6.61M	–	665
2014 Q1	$6.61M	Hold	26,372	–	–	1.09%	14
2013 Q4	$6.44M	Hold	26,372	–	–	0.86%	15
2013 Q3	$5.97M	Buy	+26,372	New	+$5.86M	0.96%	14

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

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Hirtle Callaghan & Co's MDY Position: Q1 2019 in Review

Hirtle Callaghan & Co sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2019, closing a stake of 27,100 shares — an estimated $8.2M sold.

Hirtle Callaghan & Co first reported a position in MDY in Q3 2013 and held it in 13 quarters. The position peaked at $9.96M in Q3 2018. 857 funds tracked by Wall St. Rank hold MDY as of Q1 2019.

Hirtle Callaghan & Co reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2019 after selling out during the quarter.
Hirtle Callaghan & Co sold 27,100 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2019, an estimated $8.2M.
Hirtle Callaghan & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2013 and held it in 13 quarters.
Hirtle Callaghan & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $9.96M in Q3 2018.
857 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2019.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2019, filed 14 May 2019.