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

Independent Portfolio Consultants’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 Q2	–	Sell	-1,760	Closed	-$550K	–	822
2017 Q1	$550K	Buy	+1,760	New	+$546K	0.19%	190
2016 Q4	–	Sell	-55	Closed	-$16K	–	847
2016 Q3	$16K	Sell	55 -1,335	-96%	-$376K	0.01%	642
2016 Q2	$378K	Buy	+1,390	New	+$372K	0.12%	249
2016 Q1	–	Sell	-115	Closed	-$29K	–	788
2015 Q4	$29K	Buy	+115	New	+$29.9K	0.01%	646
2015 Q1	–	Sell	-16,551	Closed	-$4.37M	–	1026
2014 Q4	$4.37M	Buy	16,551 +16,151	+4,038%	+$4.13M	0.88%	10
2014 Q3	$100K	Sell	400 -2,285	-85%	-$586K	0.03%	549
2014 Q2	$700K	Sell	2,685 -2,290	-46%	-$573K	0.2%	147
2014 Q1	$1.25M	Buy	+4,975	New	+$1.22M	0.39%	56

Other funds holding MDY

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Independent Portfolio Consultants's MDY Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2017, closing a stake of 1,760 shares — an estimated $550K sold.

Independent Portfolio Consultants first reported a position in MDY in Q1 2014 and held it in 8 quarters. The position peaked at $4.37M in Q4 2014. 687 funds tracked by Wall St. Rank hold MDY as of Q2 2017.

Independent Portfolio Consultants reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 1,760 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2017, an estimated $550K.
Independent Portfolio Consultants first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2014 and held it in 8 quarters.
Independent Portfolio Consultants's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.37M in Q4 2014.
687 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.