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Investment Centers of America’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Investment Centers of America’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 		– Sell
-6,321
Closed -$2.06M – 294
2017
Q3 		$2.06M Buy
6,321
+1,002
+19% +$318K 0.15% 139
2017
Q2 		$1.69M Buy
5,319
+876
+20% +$276K 0.13% 160
2017
Q1 		$1.39M Buy
4,443
+996
+29% +$309K 0.11% 175
2016
Q4 		$1.04M Buy
3,447
+903
+35% +$261K 0.09% 205
2016
Q3 		$717K Sell
2,544
-243
-9% -$68.4K 0.07% 239
2016
Q2 		$757K Buy
2,787
+371
+15% +$99.2K 0.09% 214
2016
Q1 		$635K Buy
2,416
+55
+2% +$13.4K 0.07% 242
2015
Q4 		$600K Buy
2,361
+199
+9% +$51.8K 0.08% 232
2015
Q3 		$536K Sell
2,162
-215
-9% -$56.9K 0.08% 227
2015
Q2 		$648K Sell
2,377
-369
-13% -$103K 0.1% 208
2015
Q1 		$760K Buy
2,746
+767
+39% +$207K 0.11% 185
2014
Q4 		$522K Sell
1,979
-1,137
-36% -$291K 0.11% 200
2014
Q3 		$774K Buy
3,116
+1,124
+56% +$288K 0.14% 166
2014
Q2 		$521K Sell
1,992
-88
-4% -$22K 0.12% 179
2014
Q1 		$471K Buy
2,080
+205
+11% +$50.3K 0.1% 205
2013
Q4 		$425K Sell
1,875
-205
-10% -$48.2K 0.2% 130
2013
Q3 		$471K Buy
2,080
+696
+50% +$155K 0.1% 208
2013
Q2 		$291K Buy
+1,384
New +$293K 0.08% 217

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Investment Centers of America's MDY Position: Q4 2017 in Review

Investment Centers of America sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2017, closing a stake of 6,321 shares — an estimated $2.06M sold.

Investment Centers of America first reported a position in MDY in Q2 2013 and held it in 18 quarters. The position peaked at $2.06M in Q3 2017. 812 funds tracked by Wall St. Rank hold MDY as of Q4 2017.

  • Investment Centers of America reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 6,321 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2017, an estimated $2.06M.
  • Investment Centers of America first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 18 quarters.
  • Investment Centers of America's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.06M in Q3 2017.
  • 812 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.