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RI
Relational Investors’s
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
Stock Holding History
Relational Investors’s Portfolio
MDY Stock Details
MDY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q4
–
Sell
-31,900
Closed
-$7.94M
–
4
2015
Q3
$7.94M
Buy
31,900
+18,500
+138%
+$4.9M
0.94%
8
2015
Q2
$3.66M
Sell
13,400
-400
-3%
-$111K
0.23%
9
2015
Q1
$3.83M
Sell
13,800
-19,500
-59%
-$5.26M
0.16%
12
2014
Q4
$8.79M
Buy
33,300
+22,200
+200%
+$5.68M
0.32%
12
2014
Q3
$2.77M
Sell
11,100
-51,073
-82%
-$13.1M
0.07%
13
2014
Q2
$16.2M
Sell
62,173
-623,400
-91%
-$156M
0.25%
19
2014
Q1
$172M
Buy
685,573
+17,100
+3%
+$4.19M
2.75%
15
2013
Q4
$163M
Sell
668,473
-472,179
-41%
-$111M
2.79%
13
2013
Q3
$258M
Sell
1,140,652
-28,000
-2%
-$6.23M
4.32%
9
2013
Q2
$246M
Buy
+1,168,652
New
+$247M
4.38%
12
Other funds holding MDY
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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
V
Veritable
Wilmington, Delaware
$6.46B AUM
17.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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