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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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Relational Investors's MDY Position: Q4 2015 in Review

Relational Investors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2015, closing a stake of 31,900 shares — an estimated $7.94M sold.

Relational Investors first reported a position in MDY in Q2 2013 and held it in 10 quarters. The position peaked at $258M in Q3 2013. 604 funds tracked by Wall St. Rank hold MDY as of Q4 2015.

  • Relational Investors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2015 after selling out during the quarter.
  • Relational Investors sold 31,900 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2015, an estimated $7.94M.
  • Relational Investors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 10 quarters.
  • Relational Investors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $258M in Q3 2013.
  • 604 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2015.

Based on Relational Investors's 13F filing for Q4 2015.