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

Madison Investment Holdings’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 Q3	$2.52M	Buy	7,149 +5,127	+254%	+$1.8M	0.04%	222
2019 Q2	$717K	Buy	2,022 +595	+42%	+$208K	0.01%	189
2019 Q1	$493K	Sell	1,427 -44,913	-97%	-$15.1M	0.01%	200
2018 Q4	$14M	Buy	46,340 +28,051	+153%	+$9.34M	0.28%	110
2018 Q3	$6.72M	Sell	18,289 -2,370	-11%	-$868K	0.12%	162
2018 Q2	$7.33M	Sell	20,659 -437	-2%	-$154K	0.13%	154
2018 Q1	$7.21M	Buy	21,096 +679	+3%	+$236K	0.13%	152
2017 Q4	$7.05M	Buy	20,417 +2,994	+17%	+$1.01M	0.12%	158
2017 Q3	$5.69M	Buy	17,423 +515	+3%	+$164K	0.1%	169
2017 Q2	$5.37M	Buy	16,908 +14	+0.1%	+$4.41K	0.1%	162
2017 Q1	$5.28M	Sell	16,894 -1,568	-8%	-$487K	0.1%	160
2016 Q4	$5.57M	Buy	18,462 +1,315	+8%	+$380K	0.11%	165
2016 Q3	$4.84M	Sell	17,147 -139	-0.8%	-$39.2K	0.1%	167
2016 Q2	$4.71M	Buy	17,286 +270	+2%	+$72.2K	0.1%	163
2016 Q1	$4.47M	Sell	17,016 -4,389	-21%	-$1.07M	0.09%	154
2015 Q4	$5.44M	Buy	21,405 +1,405	+7%	+$366K	0.12%	147
2015 Q3	$4.98M	Buy	20,000 +2,866	+17%	+$759K	0.11%	158
2015 Q2	$4.68M	Buy	17,134 +374	+2%	+$104K	0.09%	157
2015 Q1	$4.65M	Sell	16,760 -7,132	-30%	-$1.92M	0.09%	152
2014 Q4	$6.31M	Buy	23,892 +4,966	+26%	+$1.27M	0.14%	133
2014 Q3	$4.72M	Buy	18,926 +206	+1%	+$52.9K	0.1%	141
2014 Q2	$4.88M	Buy	18,720 +527	+3%	+$132K	0.1%	145
2014 Q1	$4.56M	Sell	18,193 -18,507	-50%	-$4.54M	0.09%	150
2013 Q4	$8.96M	Buy	36,700 +19,043	+108%	+$4.48M	0.17%	127
2013 Q3	$4M	Buy	17,657 +1,968	+13%	+$438K	0.08%	151
2013 Q2	$3.3M	Buy	+15,689	New	+$3.32M	0.07%	146

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Madison Investment Holdings's MDY Position: Q3 2019 in Review

Madison Investment Holdings increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 254% in Q3 2019, buying an estimated $1.8M and bringing the position to 7,149 shares worth $2.52M. The position accounts for 0.04% of the portfolio, ranked #222.

Madison Investment Holdings first reported a position in MDY in Q2 2013 and has held it in 26 quarters since. The position peaked at $14M in Q4 2018. 848 funds tracked by Wall St. Rank hold MDY as of Q3 2019.

Madison Investment Holdings held 7,149 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.52M as of Q3 2019.
Madison Investment Holdings bought 5,127 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2019, an estimated $1.8M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Madison Investment Holdings's portfolio in Q3 2019, its #222 holding.
Madison Investment Holdings first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 26 quarters since.
Madison Investment Holdings's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $14M in Q4 2018.
848 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.