KT
MDY icon

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

Kanaly Trust’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 		– Sell
-700
Closed -$184K – 931
2016
Q1 		$184K Hold
700
– – 0.04% 153
2015
Q4 		$178K Hold
700
– – 0.04% 150
2015
Q3 		$174K Hold
700
– – 0.04% 147
2015
Q2 		$191K Hold
700
– – 0.04% 159
2015
Q1 		$194K Hold
700
– – 0.04% 162
2014
Q4 		$185K Hold
700
– – 0.04% 179
2014
Q3 		$175K Sell
700
-2,939
-81% -$754K 0.03% 186
2014
Q2 		$948K Buy
3,639
+7
+0.2% +$1.75K 0.17% 71
2014
Q1 		$910K Sell
3,632
-864
-19% -$212K 0.18% 75
2013
Q4 		$1.1M Buy
4,496
+1,519
+51% +$357K 0.22% 61
2013
Q3 		$673K Buy
+2,977
New +$662K 0.19% 48

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $501B 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
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return