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Paradigm Financial Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Paradigm Financial Advisors’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
Q2 		– Sell
-123
Closed -$31K – 158
2014
Q1 		$31K Hold
123
– – 0.03% 142
2013
Q4 		$30K Buy
+123
New +$28.9K 0.03% 169

Other funds holding MDY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
KPAG
KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return

Paradigm Financial Advisors's MDY Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2014, closing a stake of 123 shares — an estimated $31K sold.

Paradigm Financial Advisors first reported a position in MDY in Q4 2013 and held it in 2 quarters. The position peaked at $31K in Q1 2014. 509 funds tracked by Wall St. Rank hold MDY as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 123 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2014, an estimated $31K.
  • Paradigm Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $31K in Q1 2014.
  • 509 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.