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Osborn Williams & Donohoe’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Osborn Williams & Donohoe’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
2019
Q3 		– Sell
-710
Closed -$252K – 314
2019
Q2 		$252K Hold
710
– – 0.03% 289
2019
Q1 		$252K Buy
+710
New +$239K 0.03% 317

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osborn Williams & Donohoe's MDY Position: Q3 2019 in Review

Osborn Williams & Donohoe sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2019, closing a stake of 710 shares — an estimated $252K sold.

Osborn Williams & Donohoe first reported a position in MDY in Q1 2019 and held it in 2 quarters. The position peaked at $252K in Q2 2019. 848 funds tracked by Wall St. Rank hold MDY as of Q3 2019.

  • Osborn Williams & Donohoe reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 710 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2019, an estimated $252K.
  • Osborn Williams & Donohoe first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and held it in 2 quarters.
  • Osborn Williams & Donohoe's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $252K in Q2 2019.
  • 848 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q3 2019, filed 16 Oct 2019.