New England Professional Planning Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

New England Professional Planning Group’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	-1,015	Closed	-$381K	–	55
2019 Q4	$381K	Buy	+1,015	New	+$367K	0.3%	29
2018 Q3	$373K	Hold	1,015	–	–	0.43%	25
2018 Q2	$360K	Hold	1,015	–	–	0.46%	25
2018 Q1	$346K	Hold	1,015	–	–	0.46%	26
2017 Q4	$356K	Buy	+1,015	New	+$342K	0.43%	27
2016 Q2	$915K	Hold	3,233	–	–	1.03%	12
2016 Q1	$854K	Buy	3,233 +418	+15%	+$102K	0.86%	13
2015 Q4	$715K	Hold	2,815	–	–	0.8%	15
2015 Q3	$744K	Buy	2,815 +772	+38%	+$204K	0.84%	15
2015 Q2	$559K	Buy	2,043 +462	+29%	+$128K	0.73%	17
2015 Q1	$437K	Hold	1,581	–	–	0.59%	19
2014 Q4	$418K	Buy	+1,581	New	+$405K	0.62%	18

Other funds holding MDY

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

New England Professional Planning Group's MDY Position: Q1 2020 in Review

New England Professional Planning Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2020, closing a stake of 1,015 shares — an estimated $381K sold.

New England Professional Planning Group first reported a position in MDY in Q4 2014 and held it in 12 quarters. The position peaked at $915K in Q2 2016. 821 funds tracked by Wall St. Rank hold MDY as of Q1 2020.

New England Professional Planning Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2020 after selling out during the quarter.
New England Professional Planning Group sold 1,015 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2020, an estimated $381K.
New England Professional Planning Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and held it in 12 quarters.
New England Professional Planning Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $915K in Q2 2016.
821 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2020.

Based on New England Professional Planning Group's 13F filing for Q1 2020, filed 12 May 2020.