Portfolio Strategies (Washington)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Portfolio Strategies (Washington)’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
2017 Q4	$65K	Sell	183 -4	-2%	-$1.35K	0.13%	32
2017 Q3	$61K	Sell	187 -97	-34%	-$30.8K	0.1%	31
2017 Q2	$90K	Sell	284 -662	-70%	-$208K	0.13%	39
2017 Q1	$296K	Sell	946 -16,144	-94%	-$5.01M	0.37%	24
2016 Q4	$5.16M	Buy	+17,090	New	+$4.94M	5.93%	3
2014 Q3	–	Sell	-7,421	Closed	-$1.93M	–	51
2014 Q2	$1.93M	Buy	7,421 +3,169	+75%	+$793K	2.15%	15
2014 Q1	$1.06M	Sell	4,252 -2,148	-34%	-$527K	1.21%	27
2013 Q4	$1.56M	Buy	+6,400	New	+$1.51M	2.02%	17

Other funds holding MDY

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Portfolio Strategies (Washington)'s MDY Position: Q4 2017 in Review

Portfolio Strategies (Washington) reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.1% in Q4 2017, selling an estimated $1.35K and leaving 183 shares worth $65K. The position accounts for 0.13% of the portfolio, ranked #32.

Portfolio Strategies (Washington) first reported a position in MDY in Q4 2013 and has held it in 8 quarters since. The position peaked at $5.16M in Q4 2016. 811 funds tracked by Wall St. Rank hold MDY as of Q4 2017.

Portfolio Strategies (Washington) held 183 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $65K as of Q4 2017.
Portfolio Strategies (Washington) sold 4 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2017, an estimated $1.35K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.13% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #32 holding.
Portfolio Strategies (Washington) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 8 quarters since.
Portfolio Strategies (Washington)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.16M in Q4 2016.
811 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.