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

Placemark Investments’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 Q4	$7.05M	Buy	26,696 +15,407	+136%	+$3.94M	0.12%	206
2014 Q3	$2.81M	Sell	11,289 -18,316	-62%	-$4.7M	0.05%	434
2014 Q2	$7.71M	Sell	29,605 -2,899	-9%	-$726K	0.14%	181
2014 Q1	$8.15M	Buy	32,504 +3,075	+10%	+$754K	0.16%	146
2013 Q4	$7.19M	Sell	29,429 -1,781	-6%	-$419K	0.12%	205
2013 Q3	$7.06M	Buy	31,210 +9,772	+46%	+$2.17M	0.13%	186
2013 Q2	$4.5M	Buy	+21,438	New	+$4.53M	0.1%	254

Other funds holding MDY

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

KPAG

KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return

Placemark Investments's MDY Position: Q4 2014 in Review

Placemark Investments increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 136% in Q4 2014, buying an estimated $3.94M and bringing the position to 26,696 shares worth $7.05M. The position accounts for 0.12% of the portfolio, ranked #206.

Placemark Investments first reported a position in MDY in Q2 2013 and has held it in 7 quarters since. The position peaked at $8.15M in Q1 2014. 555 funds tracked by Wall St. Rank hold MDY as of Q4 2014.

Placemark Investments held 26,696 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.05M as of Q4 2014.
Placemark Investments bought 15,407 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2014, an estimated $3.94M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of Placemark Investments's portfolio in Q4 2014, its #206 holding.
Placemark Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.15M in Q1 2014.
555 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.