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Robert N. Shapiro’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Robert N. Shapiro’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 		$85K Buy
322
+5
+2% +$1.28K 0.02% 382
2014
Q3 		$79K Buy
317
+4
+1% +$1.03K 0.02% 401
2014
Q2 		$82K Sell
313
-5
-2% -$1.25K 0.02% 395
2014
Q1 		$79K Sell
318
-12
-4% -$2.94K 0.01% 405
2013
Q4 		$80K Hold
330
– – 0.01% 400
2013
Q3 		$75K Buy
+330
New +$73.4K 0.01% 471

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
KPAG
KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return

Robert N. Shapiro's MDY Position: Q4 2014 in Review

Robert N. Shapiro increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.6% in Q4 2014, buying an estimated $1.28K and bringing the position to 322 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #382.

Robert N. Shapiro first reported a position in MDY in Q3 2013 and has held it in 6 quarters since. 555 funds tracked by Wall St. Rank hold MDY as of Q4 2014.

  • Robert N. Shapiro held 322 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $85K as of Q4 2014.
  • Robert N. Shapiro bought 5 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2014, an estimated $1.28K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Robert N. Shapiro's portfolio in Q4 2014, its #382 holding.
  • Robert N. Shapiro first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2013 and has held it in 6 quarters since.
  • 555 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.