Kiley Juergens Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Kiley Juergens Wealth 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
2018 Q4	–	Sell	-228	Closed	-$83K	–	405
2018 Q3	$83K	Hold	228	–	–	0.06%	175
2018 Q2	$80K	Buy	+228	New	+$80.2K	0.07%	159
2018 Q1	–	Sell	-223	Closed	-$77K	–	397
2017 Q4	$77K	Buy	+223	New	+$75.1K	0.07%	154

Other funds holding MDY

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Kiley Juergens Wealth Management's MDY Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2018, closing a stake of 228 shares — an estimated $83K sold.

Kiley Juergens Wealth Management first reported a position in MDY in Q4 2017 and held it in 3 quarters. The position peaked at $83K in Q3 2018. 847 funds tracked by Wall St. Rank hold MDY as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 228 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2018, an estimated $83K.
Kiley Juergens Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $83K in Q3 2018.
847 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.