Partnervest Advisory Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Partnervest Advisory Services’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 Q3	$965K	Sell	2,848 -95	-3%	-$32.4K	0.31%	61
2020 Q2	$955K	Buy	2,943 +123	+4%	+$37.3K	0.36%	55
2020 Q1	$741K	Sell	2,820 -149	-5%	-$50.5K	0.33%	60
2019 Q4	$1.11M	Sell	2,969 -337	-10%	-$122K	0.41%	47
2019 Q3	$1.17M	Buy	3,306 +181	+6%	+$63.4K	0.42%	50
2019 Q2	$1.11M	Sell	3,125 -79	-2%	-$27.6K	0.44%	49
2019 Q1	$1.11M	Sell	3,204 -84	-3%	-$28.3K	0.46%	40
2018 Q4	$995K	Sell	3,288 -260	-7%	-$86.6K	0.48%	46
2018 Q3	$1.3M	Buy	3,548 +244	+7%	+$89.4K	0.52%	40
2018 Q2	$1.17M	Sell	3,304 -389	-11%	-$137K	0.54%	38
2018 Q1	$1.26M	Buy	3,693 +7	+0.2%	+$2.44K	0.6%	34
2017 Q4	$1.27M	Sell	3,686 -60	-2%	-$20.2K	0.62%	35
2017 Q3	$1.22M	Sell	3,746 -59	-2%	-$18.8K	0.6%	35
2017 Q2	$1.21M	Sell	3,805 -590	-13%	-$186K	0.55%	37
2017 Q1	$1.37M	Buy	4,395 +61	+1%	+$18.9K	0.62%	33
2016 Q4	$1.31M	Sell	4,334 -19	-0.4%	-$5.49K	0.61%	34
2016 Q3	$1.23M	Sell	4,353 -473	-10%	-$133K	0.58%	32
2016 Q2	$1.31M	Buy	4,826 +1,135	+31%	+$303K	0.65%	25
2016 Q1	$970K	Buy	3,691 +342	+10%	+$83.3K	0.51%	32
2015 Q4	$851K	Buy	3,349 +309	+10%	+$80.4K	0.47%	45
2015 Q3	$757K	Sell	3,040 -197	-6%	-$52.2K	0.43%	44
2015 Q2	$884K	Buy	3,237 +609	+23%	+$169K	0.44%	44
2015 Q1	$729K	Buy	2,628 +146	+6%	+$39.4K	0.38%	50
2014 Q4	$655K	Buy	2,482 +19	+0.8%	+$4.86K	0.32%	59
2014 Q3	$614K	Buy	2,463 +42	+2%	+$10.8K	0.32%	58
2014 Q2	$631K	Buy	2,421 +93	+4%	+$23.3K	0.28%	56
2014 Q1	$583K	Buy	2,328 +111	+5%	+$27.2K	0.26%	56
2013 Q4	$541K	Buy	2,217 +14	+0.6%	+$3.29K	0.25%	59
2013 Q3	$499K	Buy	2,203 +53	+2%	+$11.8K	0.25%	56
2013 Q2	$452K	Buy	+2,150	New	+$455K	0.21%	51

Other funds holding MDY

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Partnervest Advisory Services's MDY Position: Q3 2020 in Review

Partnervest Advisory Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.2% in Q3 2020, selling an estimated $32.4K and leaving 2,848 shares worth $965K. The position accounts for 0.31% of the portfolio, ranked #61.

Partnervest Advisory Services first reported a position in MDY in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.37M in Q1 2017. 851 funds tracked by Wall St. Rank hold MDY as of Q3 2020.

Partnervest Advisory Services held 2,848 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $965K as of Q3 2020.
Partnervest Advisory Services sold 95 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2020, an estimated $32.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.31% of Partnervest Advisory Services's portfolio in Q3 2020, its #61 holding.
Partnervest Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 30 quarters since.
Partnervest Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.37M in Q1 2017.
851 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.