Integrated Wealth Management (Palm Desert)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-759
Closed -$214K 714
2016
Q3
$214K Hold
759
0.08% 212
2016
Q2
$207K Sell
759
-27
-3% -$7.22K 0.08% 214
2016
Q1
$206K Sell
786
-1
-0.1% -$243 0.09% 184
2015
Q4
$200K Sell
787
-181
-19% -$47.1K 0.09% 183
2015
Q3
$241K Hold
968
0.11% 157
2015
Q2
$264K Buy
968
+80
+9% +$22.2K 0.1% 149
2015
Q1
$246K Buy
+888
New +$239K 0.1% 154

Other funds holding MDY

Integrated Wealth Management (Palm Desert)'s MDY Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2016, closing a stake of 759 shares — an estimated $214K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MDY in Q1 2015 and held it in 7 quarters. The position peaked at $264K in Q2 2015. 684 funds tracked by Wall St. Rank hold MDY as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 759 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2016, an estimated $214K.
  • Integrated Wealth Management (Palm Desert) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $264K in Q2 2015.
  • 684 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.