Investors Capital Advisory Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$2.08M	Sell	7,623 -485	-6%	-$130K	0.4%	56
2016 Q1	$2.13M	Sell	8,108 -162	-2%	-$39.4K	0.42%	49
2015 Q4	$2.1M	Sell	8,270 -5	-0.1%	-$1.3K	0.41%	49
2015 Q3	$2.06M	Buy	8,275 +418	+5%	+$111K	0.41%	43
2015 Q2	$2.15M	Sell	7,857 -435	-5%	-$121K	0.39%	44
2015 Q1	$2.3M	Buy	8,292 +38	+0.5%	+$10.2K	0.43%	34
2014 Q4	$2.18M	Sell	8,254 -30	-0.4%	-$7.68K	0.42%	38
2014 Q3	$2.06M	Sell	8,284 -179	-2%	-$45.9K	0.41%	46
2014 Q2	$2.2M	Buy	8,463 +80	+1%	+$20K	0.36%	59
2014 Q1	$2.1M	Sell	8,383 -1,555	-16%	-$381K	0.45%	39
2013 Q4	$2.43M	Buy	9,938 +1,520	+18%	+$358K	0.56%	26
2013 Q3	$1.9M	Sell	8,418 -259	-3%	-$57.6K	0.49%	36
2013 Q2	$1.82M	Buy	+8,677	New	+$1.83M	0.56%	28

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Investors Capital Advisory Services's MDY Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6% in Q2 2016, selling an estimated $130K and leaving 7,623 shares worth $2.08M. The position accounts for 0.4% of the portfolio, ranked #56.

Investors Capital Advisory Services first reported a position in MDY in Q2 2013 and has held it in 13 quarters since. The position peaked at $2.43M in Q4 2013. 600 funds tracked by Wall St. Rank hold MDY as of Q2 2016.

Investors Capital Advisory Services held 7,623 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.08M as of Q2 2016.
Investors Capital Advisory Services sold 485 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2016, an estimated $130K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.4% of Investors Capital Advisory Services's portfolio in Q2 2016, its #56 holding.
Investors Capital Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.43M in Q4 2013.
600 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.