McAdams Wright Ragen’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

McAdams Wright Ragen’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
2014 Q3	$2.19M	Sell	8,797 -35	-0.4%	-$8.98K	0.12%	139
2014 Q2	$2.3M	Buy	8,832 +792	+10%	+$198K	0.13%	134
2014 Q1	$2.01M	Sell	8,040 -157	-2%	-$38.5K	0.12%	135
2013 Q4	$2M	Buy	8,197 +127	+2%	+$29.9K	0.13%	130
2013 Q3	$1.83M	Buy	8,070 +202	+3%	+$44.9K	0.14%	122
2013 Q2	$1.65M	Buy	+7,868	New	+$1.66M	0.13%	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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

KPAG

KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return

McAdams Wright Ragen's MDY Position: Q3 2014 in Review

McAdams Wright Ragen reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.4% in Q3 2014, selling an estimated $8.98K and leaving 8,797 shares worth $2.19M. The position accounts for 0.12% of the portfolio, ranked #139.

McAdams Wright Ragen first reported a position in MDY in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.3M in Q2 2014. 507 funds tracked by Wall St. Rank hold MDY as of Q3 2014.

McAdams Wright Ragen held 8,797 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.19M as of Q3 2014.
McAdams Wright Ragen sold 35 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2014, an estimated $8.98K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of McAdams Wright Ragen's portfolio in Q3 2014, its #139 holding.
McAdams Wright Ragen first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 6 quarters since.
McAdams Wright Ragen's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.3M in Q2 2014.
507 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.