RDM
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Retirement Design & Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Retirement Design & Management’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
2016
Q2 		– Sell
-6,922
Closed -$1.82M – 72
2016
Q1 		$1.82M Sell
6,922
-302
-4% -$73.5K 1.3% 19
2015
Q4 		$1.83M Buy
+7,224
New +$1.88M 1.02% 24

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Retirement Design & Management's MDY Position: Q2 2016 in Review

Retirement Design & Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2016, closing a stake of 6,922 shares — an estimated $1.82M sold.

Retirement Design & Management first reported a position in MDY in Q4 2015 and held it in 2 quarters. The position peaked at $1.83M in Q4 2015. 600 funds tracked by Wall St. Rank hold MDY as of Q2 2016.

  • Retirement Design & Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2016 after selling out during the quarter.
  • Retirement Design & Management sold 6,922 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2016, an estimated $1.82M.
  • Retirement Design & Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and held it in 2 quarters.
  • Retirement Design & Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.83M in Q4 2015.
  • 600 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2016.

Based on Retirement Design & Management's 13F filing for Q2 2016, filed 29 Jul 2016.