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McAdam LLC’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

McAdam LLC’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
Q4 		– Sell
-55
Closed -$20K – 397
2018
Q3 		$20K Hold
55
– – 0.01% 254
2018
Q2 		$20K Buy
55
+11
+25% +$3.87K 0.01% 243
2018
Q1 		$15K Buy
+44
New +$15.3K 0.01% 283

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

McAdam LLC's MDY Position: Q4 2018 in Review

McAdam LLC sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2018, closing a stake of 55 shares — an estimated $20K sold.

McAdam LLC first reported a position in MDY in Q1 2018 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 847 funds tracked by Wall St. Rank hold MDY as of Q4 2018.

  • McAdam LLC reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 55 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2018, an estimated $20K.
  • McAdam LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $20K in Q3 2018.
  • 847 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.