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MYCIO Wealth Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-11,703
Closed -$4.39M – 246
2019
Q4 		$4.39M Buy
11,703
+1,300
+12% +$470K 0.29% 48
2019
Q3 		$3.67M Sell
10,403
-124
-1% -$43.4K 0.27% 45
2019
Q2 		$3.73M Buy
10,527
+12
+0.1% +$4.19K 0.29% 43
2019
Q1 		$3.63M Buy
10,515
+19
+0.2% +$6.39K 0.3% 42
2018
Q4 		$3.18M Buy
10,496
+3,602
+52% +$1.2M 0.3% 46
2018
Q3 		$2.53M Buy
6,894
+14
+0.2% +$5.13K 0.25% 41
2018
Q2 		$2.44M Buy
6,880
+5,026
+271% +$1.77M 0.25% 42
2018
Q1 		$634K Sell
1,854
-280
-13% -$97.4K 0.07% 107
2017
Q4 		$737K Hold
2,134
– – 0.08% 105
2017
Q3 		$696K Sell
2,134
-10
-0.5% -$3.18K 0.08% 108
2017
Q2 		$681K Sell
2,144
-640
-23% -$201K 0.08% 109
2017
Q1 		$870K Buy
2,784
+850
+44% +$264K 0.11% 90
2016
Q4 		$584K Buy
1,934
+31
+2% +$8.96K 0.08% 112
2016
Q3 		$537K Hold
1,903
– – 0.09% 97
2016
Q2 		$518K Buy
1,903
+766
+67% +$205K 0.09% 95
2016
Q1 		$299K Buy
+1,137
New +$277K 0.05% 130

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MYCIO Wealth Partners's MDY Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2020, closing a stake of 11,703 shares — an estimated $4.39M sold.

MYCIO Wealth Partners first reported a position in MDY in Q1 2016 and held it in 16 quarters. The position peaked at $4.39M in Q4 2019. 821 funds tracked by Wall St. Rank hold MDY as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 11,703 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2020, an estimated $4.39M.
  • MYCIO Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2016 and held it in 16 quarters.
  • MYCIO Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.39M in Q4 2019.
  • 821 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.