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

Peloton Wealth Strategists’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 Q1	–	Sell	-2,135	Closed	-$646K	–	66
2018 Q4	$646K	Sell	2,135 -246	-10%	-$81.9K	0.53%	52
2018 Q3	$875K	Sell	2,381 -41	-2%	-$15K	0.6%	53
2018 Q2	$860K	Buy	2,422 +124	+5%	+$43.6K	0.62%	53
2018 Q1	$785K	Buy	2,298 +299	+15%	+$104K	0.59%	54
2017 Q4	$690K	Buy	1,999 +125	+7%	+$42.1K	0.51%	59
2017 Q3	$612K	Buy	1,874 +265	+16%	+$84.2K	0.47%	59
2017 Q2	$511K	Buy	+1,609	New	+$506K	0.4%	65
2013 Q3	–	Sell	-1,270	Closed	-$267K	–	75
2013 Q2	$267K	Buy	+1,270	New	+$269K	0.24%	71

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Peloton Wealth Strategists's MDY Position: Q1 2019 in Review

Peloton Wealth Strategists sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2019, closing a stake of 2,135 shares — an estimated $646K sold.

Peloton Wealth Strategists first reported a position in MDY in Q2 2013 and held it in 8 quarters. The position peaked at $875K in Q3 2018. 857 funds tracked by Wall St. Rank hold MDY as of Q1 2019.

Peloton Wealth Strategists reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2019 after selling out during the quarter.
Peloton Wealth Strategists sold 2,135 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2019, an estimated $646K.
Peloton Wealth Strategists first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 8 quarters.
Peloton Wealth Strategists's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $875K in Q3 2018.
857 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2019.

Based on Peloton Wealth Strategists's 13F filing for Q1 2019, filed 15 May 2019.