Julex Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Julex Capital Management’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 Q3	$1K	Buy	4 +2	+100%	+$701	﹤0.01%	161
2019 Q2	$0	Sell	2 -2	-50%	-$699	﹤0.01%	189
2019 Q1	$1.38K	Buy	+4	New	+$1.35K	﹤0.01%	122

Other funds holding MDY

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

RJA

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

Julex Capital Management's MDY Position: Q3 2019 in Review

Julex Capital Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 100% in Q3 2019, buying an estimated $701 and bringing the position to 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Julex Capital Management first reported a position in MDY in Q1 2019 and has held it in 3 quarters since. The position peaked at $1.38K in Q1 2019. 848 funds tracked by Wall St. Rank hold MDY as of Q3 2019.

Julex Capital Management held 4 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1K as of Q3 2019.
Julex Capital Management bought 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2019, an estimated $701.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Julex Capital Management's portfolio in Q3 2019, its #161 holding.
Julex Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and has held it in 3 quarters since.
Julex Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.38K in Q1 2019.
848 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.