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

Kovitz Investment Group’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
2015
Q3 		– Sell
-1,119
Closed -$306K – 107
2015
Q2 		$306K Hold
1,119
– – 0.02% 98
2015
Q1 		$310K Sell
1,119
-290
-21% -$78.2K 0.02% 96
2014
Q4 		$372K Sell
1,409
-1,240
-47% -$317K 0.02% 94
2014
Q3 		$660K Buy
+2,649
New +$680K 0.03% 77

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Kovitz Investment Group's MDY Position: Q3 2015 in Review

Kovitz Investment Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2015, closing a stake of 1,119 shares — an estimated $306K sold.

Kovitz Investment Group first reported a position in MDY in Q3 2014 and held it in 4 quarters. The position peaked at $660K in Q3 2014. 563 funds tracked by Wall St. Rank hold MDY as of Q3 2015.

  • Kovitz Investment Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2015 after selling out during the quarter.
  • Kovitz Investment Group sold 1,119 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2015, an estimated $306K.
  • Kovitz Investment Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2014 and held it in 4 quarters.
  • Kovitz Investment Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $660K in Q3 2014.
  • 563 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2015.

Based on Kovitz Investment Group's 13F filing for Q3 2015, filed 7 Dec 2015.