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

Mader & Shannon 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
2016
Q4 		– Sell
-945
Closed -$267K – 17
2016
Q3 		$267K Buy
+945
New +$266K 0.2% 17

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mader & Shannon Wealth Management's MDY Position: Q4 2016 in Review

Mader & Shannon Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2016, closing a stake of 945 shares — an estimated $267K sold.

Mader & Shannon Wealth Management first reported a position in MDY in Q3 2016 and held it in 1 quarter. The position peaked at $267K in Q3 2016. 684 funds tracked by Wall St. Rank hold MDY as of Q4 2016.

  • Mader & Shannon Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2016 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 945 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2016, an estimated $267K.
  • Mader & Shannon Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2016 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $267K in Q3 2016.
  • 684 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2016.

Based on Mader & Shannon Wealth Management's 13F filing for Q4 2016, filed 13 Feb 2017.