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HL Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

HL Financial Services’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 		$3.34M Sell
9,682
-1,016
-9% -$342K 0.05% 226
2018
Q4 		$3.24M Buy
10,698
+240
+2% +$79.9K 0.06% 209
2018
Q3 		$3.84M Buy
10,458
+72
+0.7% +$26.4K 0.06% 199
2018
Q2 		$3.69M Buy
10,386
+253
+2% +$88.9K 0.06% 189
2018
Q1 		$3.46M Buy
10,133
+838
+9% +$292K 0.06% 192
2017
Q4 		$3.21M Buy
9,295
+513
+6% +$173K 0.06% 176
2017
Q3 		$2.87M Sell
8,782
-182
-2% -$57.8K 0.06% 208
2017
Q2 		$2.85M Sell
8,964
-1,000
-10% -$315K 0.06% 207
2017
Q1 		$3.11M Sell
9,964
-52
-0.5% -$16.1K 0.06% 182
2016
Q4 		$3.02M Buy
10,016
+2,220
+28% +$642K 0.07% 186
2016
Q3 		$2.2M Buy
7,796
+1,677
+27% +$472K 0.05% 218
2016
Q2 		$1.67M Buy
6,119
+2,337
+62% +$625K 0.04% 249
2016
Q1 		$994K Sell
3,782
-48
-1% -$11.7K 0.02% 306
2015
Q4 		$973K Sell
3,830
-325
-8% -$84.6K 0.02% 312
2015
Q3 		$1.03M Buy
4,155
+164
+4% +$43.4K 0.03% 275
2015
Q2 		$1.09M Sell
3,991
-229
-5% -$63.7K 0.03% 289
2015
Q1 		$1.17M Buy
4,220
+171
+4% +$46.1K 0.03% 264
2014
Q4 		$1.07M Buy
4,049
+1,086
+37% +$278K 0.03% 253
2014
Q3 		$739K Sell
2,963
-532
-15% -$137K 0.02% 325
2014
Q2 		$910K Sell
3,495
-270
-7% -$67.6K 0.03% 291
2014
Q1 		$943K Sell
3,765
-307
-8% -$75.3K 0.03% 262
2013
Q4 		$994K Sell
4,072
-235
-5% -$55.3K 0.03% 252
2013
Q3 		$975K Buy
4,307
+909
+27% +$202K 0.03% 239
2013
Q2 		$714K Buy
+3,398
New +$719K 0.03% 259

Other funds holding MDY

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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HL Financial Services's MDY Position: Q1 2019 in Review

HL Financial Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 9.5% in Q1 2019, selling an estimated $342K and leaving 9,682 shares worth $3.34M. The position accounts for 0.05% of the portfolio, ranked #226.

HL Financial Services first reported a position in MDY in Q2 2013 and has held it in 24 quarters since. The position peaked at $3.84M in Q3 2018. 856 funds tracked by Wall St. Rank hold MDY as of Q1 2019.

  • HL Financial Services held 9,682 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.34M as of Q1 2019.
  • HL Financial Services sold 1,016 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2019, an estimated $342K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of HL Financial Services's portfolio in Q1 2019, its #226 holding.
  • HL Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 24 quarters since.
  • HL Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.84M in Q3 2018.
  • 856 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.