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

Independence Trust’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 Q4	$1.73M	Hold	5,000	–	–	1.91%	19
2017 Q3	$1.63M	Sell	5,000 -50	-1%	-$15.9K	1.86%	19
2017 Q2	$1.6M	Sell	5,050 -1,000	-17%	-$315K	1.91%	19
2017 Q1	$1.89M	Hold	6,050	–	–	2.43%	16
2016 Q4	$1.82M	Sell	6,050 -1,375	-19%	-$397K	2.5%	16
2016 Q3	$2.1M	Buy	7,425 +195	+3%	+$54.9K	3.43%	14
2016 Q2	$1.97M	Buy	7,230 +25	+0.3%	+$6.68K	3.03%	17
2016 Q1	$1.89M	Buy	7,205 +10	+0.1%	+$2.44K	2.99%	17
2015 Q4	$1.83M	Sell	7,195 -15	-0.2%	-$3.9K	2.38%	17
2015 Q3	$1.79M	Buy	7,210 +3,122	+76%	+$827K	1.84%	19
2015 Q2	$1.12M	Sell	4,088 -3,685	-47%	-$1.02M	0.75%	34
2015 Q1	$2.15M	Buy	7,773 +15	+0.2%	+$4.04K	1.36%	17
2014 Q4	$2.05M	Buy	7,758 +214	+3%	+$54.8K	1.24%	19
2014 Q3	$1.88M	Buy	7,544 +258	+4%	+$66.2K	1.24%	20
2014 Q2	$1.9M	Buy	7,286 +425	+6%	+$106K	1.22%	22
2014 Q1	$1.72M	Buy	6,861 +710	+12%	+$174K	1.19%	23
2013 Q4	$1.5M	Buy	6,151 +193	+3%	+$45.4K	1.02%	21
2013 Q3	$1.35M	Sell	5,958 -53	-0.9%	-$11.8K	0.99%	22
2013 Q2	$1.26M	Buy	+6,011	New	+$1.27M	0.91%	23

Other funds holding MDY

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Independence Trust's MDY Position: Q4 2017 in Review

Independence Trust held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q4 2017 at 5,000 shares worth $1.73M. The position accounts for 1.91% of the portfolio, ranked #19.

Independence Trust first reported a position in MDY in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.15M in Q1 2015. 811 funds tracked by Wall St. Rank hold MDY as of Q4 2017.

Independence Trust held 5,000 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.73M as of Q4 2017.
Independence Trust left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q4 2017.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.91% of Independence Trust's portfolio in Q4 2017, its #19 holding.
Independence Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 19 quarters since.
Independence Trust's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.15M in Q1 2015.
811 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.