Sigma Investment Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Sigma Investment 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
2018 Q4	$290K	Hold	958	–	–	0.23%	17
2018 Q3	$352K	Hold	958	–	–	0.29%	15
2018 Q2	$340K	Hold	958	–	–	0.28%	14
2018 Q1	$327K	Hold	958	–	–	0.27%	13
2017 Q4	$331K	Hold	958	–	–	0.27%	12
2017 Q3	$313K	Hold	958	–	–	0.27%	12
2017 Q2	$304K	Hold	958	–	–	0.26%	12
2017 Q1	$299K	Sell	958 -118	-11%	-$36.6K	0.27%	13
2016 Q4	$325K	Hold	1,076	–	–	0.28%	13
2016 Q3	$304K	Hold	1,076	–	–	0.26%	11
2016 Q2	$293K	Hold	1,076	–	–	0.25%	11
2016 Q1	$283K	Hold	1,076	–	–	0.24%	12
2015 Q4	$273K	Hold	1,076	–	–	0.17%	20
2015 Q3	$268K	Hold	1,076	–	–	0.17%	23
2015 Q2	$294K	Hold	1,076	–	–	0.18%	24
2015 Q1	$298K	Hold	1,076	–	–	0.18%	24
2014 Q4	$284K	Hold	1,076	–	–	0.18%	26
2014 Q3	$268K	Hold	1,076	–	–	0.19%	23
2014 Q2	$280K	Hold	1,076	–	–	0.19%	23
2014 Q1	$270K	Hold	1,076	–	–	0.19%	24
2013 Q4	$263K	Hold	1,076	–	–	0.18%	22
2013 Q3	$244K	Sell	1,076 -343	-24%	-$76.3K	0.17%	22
2013 Q2	$298K	Buy	+1,419	New	+$300K	0.22%	19

Other funds holding MDY

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

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

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

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sigma Investment Management's MDY Position: Q4 2018 in Review

Sigma Investment Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q4 2018 at 958 shares worth $290K. The position accounts for 0.23% of the portfolio, ranked #17.

Sigma Investment Management first reported a position in MDY in Q2 2013 and has held it in 23 quarters since. The position peaked at $352K in Q3 2018. 846 funds tracked by Wall St. Rank hold MDY as of Q4 2018.

Sigma Investment Management held 958 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $290K as of Q4 2018.
Sigma Investment Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q4 2018.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.23% of Sigma Investment Management's portfolio in Q4 2018, its #17 holding.
Sigma Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 23 quarters since.
Sigma Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $352K in Q3 2018.
846 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2018.

Based on Sigma Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.