Shine Investment Advisory Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$10.3M	Sell	30,346 -1,437	-5%	-$490K	3.48%	8
2020 Q2	$10.3M	Sell	31,783 -2,098	-6%	-$636K	3.77%	8
2020 Q1	$8.91M	Sell	33,881 -17,279	-34%	-$5.86M	4.13%	7
2019 Q4	$19.2M	Sell	51,160 -20,836	-29%	-$7.53M	7.65%	1
2019 Q3	$25.4M	Sell	71,996 -260	-0.4%	-$91.1K	12.02%	1
2019 Q2	$25.6M	Buy	72,256 +268	+0.4%	+$93.7K	11.85%	1
2019 Q1	$24.9M	Buy	71,988 +758	+1%	+$255K	11.54%	1
2018 Q4	$21.6M	Sell	71,230 -1,611	-2%	-$536K	10.63%	1
2018 Q3	$26.8M	Buy	72,841 +363	+0.5%	+$133K	14.08%	1
2018 Q2	$25.7M	Buy	72,478 +51	+0.1%	+$17.9K	13.16%	1
2018 Q1	$24.8M	Sell	72,427 -3,210	-4%	-$1.12M	13.14%	1
2017 Q4	$26.1M	Sell	75,637 -13	-0%	-$4.38K	13%	1
2017 Q3	$24.7M	Buy	75,650 +798	+1%	+$254K	12.85%	1
2017 Q2	$23.8M	Sell	74,852 -1,665	-2%	-$524K	12.08%	1
2017 Q1	$23.9M	Buy	76,517 +9,381	+14%	+$2.91M	15.81%	1
2016 Q4	$20.3M	Buy	67,136 +1,207	+2%	+$349K	16.76%	1
2016 Q3	$18.6M	Buy	65,929 +6,212	+10%	+$1.75M	16.44%	1
2016 Q2	$16.3M	Buy	59,717 +1,541	+3%	+$412K	18.67%	1
2016 Q1	$15.3M	Buy	58,176 +700	+1%	+$170K	17.19%	1
2015 Q4	$14.6M	Buy	57,476 +88	+0.2%	+$22.9K	14.46%	1
2015 Q3	$14.3M	Buy	+57,388	New	+$15.2M	16.43%	1
2015 Q2	–	Sell	-55,919	Closed	-$15.5M	–	23
2015 Q1	$15.5M	Buy	55,919 +1,518	+3%	+$409K	14.28%	1
2014 Q4	$14.4M	Buy	54,401 +1,459	+3%	+$374K	16.1%	1
2014 Q3	$13.2M	Buy	52,942 +160	+0.3%	+$41.1K	15.37%	2
2014 Q2	$13.8M	Buy	+52,782	New	+$13.2M	15.91%	1

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Shine Investment Advisory Services's MDY Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.5% in Q3 2020, selling an estimated $490K and leaving 30,346 shares worth $10.3M. The position accounts for 3.48% of the portfolio, ranked #8.

Shine Investment Advisory Services first reported a position in MDY in Q2 2014 and has held it in 25 quarters since. The position peaked at $26.8M in Q3 2018. 853 funds tracked by Wall St. Rank hold MDY as of Q3 2020.

Shine Investment Advisory Services held 30,346 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $10.3M as of Q3 2020.
Shine Investment Advisory Services sold 1,437 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2020, an estimated $490K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 3.48% of Shine Investment Advisory Services's portfolio in Q3 2020, its #8 holding.
Shine Investment Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2014 and has held it in 25 quarters since.
Shine Investment Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $26.8M in Q3 2018.
853 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.