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

Lee Financial’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
2017
Q3 		– Sell
-400
Closed -$127K – 510
2017
Q2 		$127K Hold
400
– – 0.05% 133
2017
Q1 		$125K Hold
400
– – 0.05% 128
2016
Q4 		$121K Buy
+400
New +$116K 0.07% 126

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lee Financial's MDY Position: Q3 2017 in Review

Lee Financial sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2017, closing a stake of 400 shares — an estimated $127K sold.

Lee Financial first reported a position in MDY in Q4 2016 and held it in 3 quarters. The position peaked at $127K in Q2 2017. 698 funds tracked by Wall St. Rank hold MDY as of Q3 2017.

  • Lee Financial reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2017 after selling out during the quarter.
  • Lee Financial sold 400 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2017, an estimated $127K.
  • Lee Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and held it in 3 quarters.
  • Lee Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $127K in Q2 2017.
  • 698 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2017.

Based on Lee Financial's 13F filing for Q3 2017, filed 7 Nov 2017.