Mariner Wealth Advisors (Cincinnati)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$556K	Buy	1,513 +57	+4%	+$20.9K	0.03%	184
2018 Q2	$517K	Hold	1,456	–	–	0.03%	191
2018 Q1	$498K	Sell	1,456 -502	-26%	-$175K	0.03%	192
2017 Q4	$676K	Buy	1,958 +1,035	+112%	+$349K	0.04%	149
2017 Q3	$301K	Hold	923	–	–	0.02%	219
2017 Q2	$293K	Buy	923 +83	+10%	+$26.1K	0.02%	215
2017 Q1	$262K	Buy	840 +45	+6%	+$14K	0.02%	224
2016 Q4	$240K	Hold	795	–	–	0.02%	222
2016 Q3	$224K	Sell	795 -42	-5%	-$11.8K	0.02%	237
2016 Q2	$228K	Sell	837 -105	-11%	-$28.1K	0.02%	230
2016 Q1	$247K	Hold	942	–	–	0.02%	217
2015 Q4	$239K	Buy	+942	New	+$245K	0.02%	214

Other funds holding MDY

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s MDY Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.9% in Q3 2018, buying an estimated $20.9K and bringing the position to 1,513 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #184.

Mariner Wealth Advisors (Cincinnati) first reported a position in MDY in Q4 2015 and has held it in 12 quarters since. The position peaked at $676K in Q4 2017. 837 funds tracked by Wall St. Rank hold MDY as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 1,513 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $556K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 57 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2018, an estimated $20.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #184 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $676K in Q4 2017.
837 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.