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

Lodestar Investment Counsel’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 Q2	$361K	Buy	1,019 +1	+0.1%	+$349	0.04%	144
2019 Q1	$352K	Buy	1,018 +2	+0.2%	+$673	0.04%	141
2018 Q4	$308K	Buy	1,016 +1	+0.1%	+$333	0.04%	146
2018 Q3	$373K	Buy	1,015 +102	+11%	+$37.4K	0.04%	146
2018 Q2	$324K	Sell	913 -164	-15%	-$57.7K	0.04%	149
2018 Q1	$368K	Sell	1,077 -629	-37%	-$219K	0.04%	140
2017 Q4	$589K	Buy	1,706 +2	+0.1%	+$674	0.07%	121
2017 Q3	$556K	Buy	1,704 +163	+11%	+$51.8K	0.07%	118
2017 Q2	$489K	Buy	1,541 +1	+0.1%	+$315	0.06%	122
2017 Q1	$481K	Buy	1,540 +2	+0.1%	+$621	0.06%	120
2016 Q4	$464K	Buy	1,538 +438	+40%	+$127K	0.06%	118
2016 Q3	$311K	Sell	1,100 -435	-28%	-$123K	0.04%	137
2016 Q2	$418K	Buy	1,535 +2	+0.1%	+$535	0.06%	122
2016 Q1	$403K	Buy	1,533 +1	+0.1%	+$243	0.06%	125
2015 Q4	$389K	Buy	1,532 +2	+0.1%	+$520	0.06%	111
2015 Q3	$381K	Buy	1,530 +470	+44%	+$124K	0.06%	109
2015 Q2	$290K	Hold	1,060	–	–	0.05%	130
2015 Q1	$294K	Buy	+1,060	New	+$286K	0.05%	130

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Lodestar Investment Counsel's MDY Position: Q2 2019 in Review

Lodestar Investment Counsel increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.1% in Q2 2019, buying an estimated $349 and bringing the position to 1,019 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #144.

Lodestar Investment Counsel first reported a position in MDY in Q1 2015 and has held it in 18 quarters since. The position peaked at $589K in Q4 2017. 856 funds tracked by Wall St. Rank hold MDY as of Q2 2019.

Lodestar Investment Counsel held 1,019 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $361K as of Q2 2019.
Lodestar Investment Counsel bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2019, an estimated $349.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Lodestar Investment Counsel's portfolio in Q2 2019, its #144 holding.
Lodestar Investment Counsel first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2015 and has held it in 18 quarters since.
Lodestar Investment Counsel's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $589K in Q4 2017.
856 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.