Ruggie Capital Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Ruggie Capital Group’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	-14	Closed	-$4K	–	111
2015 Q3	$4K	Sell	14 -4	-22%	-$1.06K	﹤0.01%	165
2015 Q2	$5K	Hold	18	–	–	﹤0.01%	215
2015 Q1	$5K	Hold	18	–	–	0.01%	181
2014 Q4	$5K	Buy	+18	New	+$4.61K	﹤0.01%	178

Other funds holding MDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Ruggie Capital Group's MDY Position: Q4 2015 in Review

Ruggie Capital Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2015, closing a stake of 14 shares — an estimated $4K sold.

Ruggie Capital Group first reported a position in MDY in Q4 2014 and held it in 4 quarters. The position peaked at $5K in Q2 2015. 604 funds tracked by Wall St. Rank hold MDY as of Q4 2015.

Ruggie Capital Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2015 after selling out during the quarter.
Ruggie Capital Group sold 14 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2015, an estimated $4K.
Ruggie Capital Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and held it in 4 quarters.
Ruggie Capital Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5K in Q2 2015.
604 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2015.

Based on Ruggie Capital Group's 13F filing for Q4 2015, filed 16 Feb 2016.