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

Patriot Wealth Management’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
2018 Q4	$21.3M	Buy	70,391 +2,263	+3%	+$753K	3.12%	4
2018 Q3	$25M	Buy	68,128 +731	+1%	+$268K	3.16%	5
2018 Q2	$23.9M	Buy	67,397 +2,734	+4%	+$961K	3.29%	5
2018 Q1	$22.1M	Buy	64,663 +2,135	+3%	+$743K	3.15%	5
2017 Q4	$21.6M	Sell	62,528 -45	-0.1%	-$15.2K	3.06%	4
2017 Q3	$20.4M	Buy	62,573 +1,043	+2%	+$332K	3.31%	4
2017 Q2	$19.5M	Buy	61,530 +604	+1%	+$190K	3.27%	4
2017 Q1	$19M	Buy	60,926 +331	+0.5%	+$103K	3.04%	5
2016 Q4	$18.3M	Buy	60,595 +46	+0.1%	+$13.3K	3.46%	4
2016 Q3	$17.1M	Buy	60,549 +88	+0.1%	+$24.8K	3.3%	5
2016 Q2	$16.5M	Buy	60,461 +732	+1%	+$196K	3.25%	5
2016 Q1	$15.7M	Buy	59,729 +1,564	+3%	+$381K	3.17%	5
2015 Q4	$14.8M	Buy	58,165 +169	+0.3%	+$44K	3.06%	5
2015 Q3	$14.4M	Buy	57,996 +1,388	+2%	+$368K	3.34%	4
2015 Q2	$15.5M	Buy	56,608 +2,389	+4%	+$664K	3.45%	4
2015 Q1	$15M	Buy	54,219 +1,819	+3%	+$490K	3.34%	4
2014 Q4	$13.8M	Buy	52,400 +1,895	+4%	+$485K	3.24%	4
2014 Q3	$12.6M	Buy	50,505 +1,456	+3%	+$374K	3.11%	5
2014 Q2	$12.8M	Buy	49,049 +819	+2%	+$205K	3.24%	5
2014 Q1	$12.1M	Buy	48,230 +1,923	+4%	+$471K	3.22%	5
2013 Q4	$11.3M	Buy	46,307 +1,323	+3%	+$311K	3.12%	5
2013 Q3	$10.2M	Buy	+44,984	New	+$10M	3.01%	5
2013 Q2	–	Hold	0	–	–	–	6

Other funds holding MDY

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

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Patriot Wealth Management's MDY Position: Q4 2018 in Review

Patriot Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.3% in Q4 2018, buying an estimated $753K and bringing the position to 70,391 shares worth $21.3M. The position accounts for 3.12% of the portfolio, ranked #4.

Patriot Wealth Management first reported a position in MDY in Q3 2013 and has held it in 22 quarters since. The position peaked at $25M in Q3 2018. 847 funds tracked by Wall St. Rank hold MDY as of Q4 2018.

Patriot Wealth Management held 70,391 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $21.3M as of Q4 2018.
Patriot Wealth Management bought 2,263 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2018, an estimated $753K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 3.12% of Patriot Wealth Management's portfolio in Q4 2018, its #4 holding.
Patriot Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2013 and has held it in 22 quarters since.
Patriot Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $25M in Q3 2018.
847 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.