Pinnacle Summer Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$140K Sell
550
-343
-38% -$89.3K 0.02% 242
2015
Q3
$223K Buy
893
+843
+1,686% +$223K 0.04% 270
2015
Q2
$14K Sell
50
-843
-94% -$234K ﹤0.01% 491
2015
Q1
$248K Hold
893
0.03% 279
2014
Q4
$236K Hold
893
0.03% 291
2014
Q3
$222K Sell
893
-400
-31% -$103K 0.02% 317
2014
Q2
$337K Sell
1,293
-60
-4% -$15K 0.04% 248
2014
Q1
$334K Hold
1,353
0.04% 202
2013
Q4
$330K Sell
1,353
-75
-5% -$17.6K 0.05% 206
2013
Q3
$323K Buy
1,428
+50
+4% +$11.1K 0.06% 183
2013
Q2
$290K Buy
+1,378
New +$291K 0.07% 177

Other funds holding MDY

Pinnacle Summer Investments's MDY Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 38% in Q4 2015, selling an estimated $89.3K and leaving 550 shares worth $140K. The position accounts for 0.02% of the portfolio, ranked #242.

Pinnacle Summer Investments first reported a position in MDY in Q2 2013 and has held it in 11 quarters since. The position peaked at $337K in Q2 2014. 604 funds tracked by Wall St. Rank hold MDY as of Q4 2015.

  • Pinnacle Summer Investments held 550 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $140K as of Q4 2015.
  • Pinnacle Summer Investments sold 343 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2015, an estimated $89.3K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Pinnacle Summer Investments's portfolio in Q4 2015, its #242 holding.
  • Pinnacle Summer Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 11 quarters since.
  • Pinnacle Summer Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $337K in Q2 2014.
  • 604 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.