Sharkey, Howes & Javer’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Sharkey, Howes & Javer’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
2019 Q1	–	Sell	-125	Closed	-$38K	–	213
2018 Q4	$38K	Buy	125 +1	+0.8%	+$333	0.02%	112
2018 Q3	$46K	Sell	124 -4	-3%	-$1.47K	0.02%	115
2018 Q2	$45K	Sell	128 -7	-5%	-$2.46K	0.03%	108
2018 Q1	$46K	Buy	135 +1	+0.7%	+$348	0.03%	95
2017 Q4	$46K	Sell	134 -140	-51%	-$47.2K	0.03%	95
2017 Q3	$91K	Hold	274	–	–	0.05%	72
2017 Q2	$87K	Buy	274 +80	+41%	+$25.2K	0.05%	70
2017 Q1	$61K	Buy	194 +1	+0.5%	+$310	0.03%	81
2016 Q4	$58K	Buy	193 +4	+2%	+$1.16K	0.04%	88
2016 Q3	$53K	Buy	189 +42	+29%	+$11.8K	0.03%	87
2016 Q2	$40K	Buy	147 +1	+0.7%	+$267	0.03%	103
2016 Q1	$38K	Buy	146 +8	+6%	+$1.95K	0.03%	106
2015 Q4	$35K	Buy	138 +4	+3%	+$1.04K	0.02%	119
2015 Q3	$35K	Buy	+134	New	+$35.5K	0.03%	120
2015 Q2	–	Sell	-134	Closed	-$37K	–	233
2015 Q1	$37K	Buy	+134	New	+$36.1K	0.02%	123

Other funds holding MDY

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sharkey, Howes & Javer's MDY Position: Q1 2019 in Review

Sharkey, Howes & Javer sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2019, closing a stake of 125 shares — an estimated $38K sold.

Sharkey, Howes & Javer first reported a position in MDY in Q1 2015 and held it in 15 quarters. The position peaked at $91K in Q3 2017. 856 funds tracked by Wall St. Rank hold MDY as of Q1 2019.

Sharkey, Howes & Javer reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 125 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2019, an estimated $38K.
Sharkey, Howes & Javer first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2015 and held it in 15 quarters.
Sharkey, Howes & Javer's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $91K in Q3 2017.
856 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2019, filed 18 Apr 2019.