Laurie J. Hall Trustee’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Laurie J. Hall Trustee’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	-50	Closed	-$17K	–	339
2018 Q4	$17K	Hold	50	–	–	0.01%	240
2018 Q3	$18K	Sell	50 -25	-33%	-$9.16K	0.01%	253
2018 Q2	$27K	Sell	75 -75	-50%	-$26.4K	0.02%	220
2018 Q1	$51K	Sell	150 -1,050	-88%	-$365K	0.03%	179
2017 Q4	$119K	Buy	1,200 +1,050	+700%	+$354K	0.07%	138
2017 Q3	$49K	Sell	150 -300	-67%	-$95.4K	0.03%	157
2017 Q2	$143K	Hold	450	–	–	0.09%	107
2017 Q1	$139K	Hold	450	–	–	0.09%	107
2016 Q4	$137K	Buy	+450	New	+$130K	0.09%	110
2016 Q2	$237K	Sell	850 -100	-11%	-$26.7K	0.15%	83
2016 Q1	$255K	Sell	950 -100	-10%	-$24.3K	0.16%	85
2015 Q4	$246K	Sell	1,050 -1,200	-53%	-$312K	0.18%	83
2015 Q3	$560K	Hold	2,250	–	–	0.45%	47
2015 Q2	$615K	Hold	2,250	–	–	0.45%	47
2015 Q1	$624K	Sell	2,250 -110	-5%	-$29.6K	0.45%	48
2014 Q4	$623K	Sell	2,360 -100	-4%	-$25.6K	0.44%	49
2014 Q3	$613K	Hold	2,460	–	–	0.46%	51
2014 Q2	$641K	Hold	2,460	–	–	0.48%	49
2014 Q1	$616K	Buy	2,460 +600	+32%	+$147K	0.48%	49
2013 Q4	$454K	Buy	1,860 +200	+12%	+$47K	0.35%	59
2013 Q3	$376K	Hold	1,660	–	–	0.32%	61
2013 Q2	$349K	Buy	+1,660	New	+$351K	0.31%	61

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

Laurie J. Hall Trustee's MDY Position: Q1 2019 in Review

Laurie J. Hall Trustee sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2019, closing a stake of 50 shares — an estimated $17K sold.

Laurie J. Hall Trustee first reported a position in MDY in Q2 2013 and held it in 22 quarters. The position peaked at $641K in Q2 2014. 857 funds tracked by Wall St. Rank hold MDY as of Q1 2019.

Laurie J. Hall Trustee reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2019 after selling out during the quarter.
Laurie J. Hall Trustee sold 50 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2019, an estimated $17K.
Laurie J. Hall Trustee first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 22 quarters.
Laurie J. Hall Trustee's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $641K in Q2 2014.
857 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2019.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2019, filed 2 May 2019.