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IBEX Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

IBEX Wealth Advisors’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
2017
Q1 		– Sell
-25
Closed -$8K – 253
2016
Q4 		$8K Buy
+25
New +$7.23K ﹤0.01% 320

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

IBEX Wealth Advisors's MDY Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2017, closing a stake of 25 shares — an estimated $8K sold.

IBEX Wealth Advisors first reported a position in MDY in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 695 funds tracked by Wall St. Rank hold MDY as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 25 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2017, an estimated $8K.
  • IBEX Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8K in Q4 2016.
  • 695 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.