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

JOYN Advisors’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
2019 Q1	–	Sell	-40	Closed	-$12K	–	872
2018 Q4	$12K	Hold	40	–	–	﹤0.01%	894
2018 Q3	$15K	Hold	40	–	–	﹤0.01%	800
2018 Q2	$14K	Buy	+40	New	+$14.1K	﹤0.01%	789

Other funds holding MDY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

JOYN Advisors's MDY Position: Q1 2019 in Review

JOYN Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2019, closing a stake of 40 shares — an estimated $12K sold.

JOYN Advisors first reported a position in MDY in Q2 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 857 funds tracked by Wall St. Rank hold MDY as of Q1 2019.

JOYN Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 40 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2019, an estimated $12K.
JOYN Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2018 and held it in 3 quarters.
JOYN Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $15K in Q3 2018.
857 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.