Signature Wealth Management Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Signature Wealth Management 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
2018 Q4	–	Sell	-123	Closed	-$40K	–	206
2018 Q3	$40K	Sell	123 -7	-5%	-$2.56K	0.03%	119
2018 Q2	$46K	Hold	130	–	–	0.03%	111
2018 Q1	$44K	Hold	130	–	–	0.03%	105
2017 Q4	$45K	Buy	+130	New	+$43.8K	0.03%	106

Other funds holding MDY

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

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 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

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

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

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

Signature Wealth Management Group's MDY Position: Q4 2018 in Review

Signature Wealth Management Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2018, closing a stake of 123 shares — an estimated $40K sold.

Signature Wealth Management Group first reported a position in MDY in Q4 2017 and held it in 4 quarters. The position peaked at $46K in Q2 2018. 847 funds tracked by Wall St. Rank hold MDY as of Q4 2018.

Signature Wealth Management Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 123 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2018, an estimated $40K.
Signature Wealth Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $46K in Q2 2018.
847 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.