SII Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

SII Investments’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
2017 Q4	–	Sell	-1,101	Closed	-$358K	–	520
2017 Q3	$358K	Buy	1,101 +240	+28%	+$76.3K	0.02%	436
2017 Q2	$274K	Buy	861 +34	+4%	+$10.7K	0.02%	483
2017 Q1	$258K	Buy	827 +23	+3%	+$7.14K	0.02%	510
2016 Q4	$243K	Buy	804 +11	+1%	+$3.18K	0.02%	502
2016 Q3	$224K	Sell	793 -155	-16%	-$43.7K	0.02%	518
2016 Q2	$258K	Buy	+948	New	+$253K	0.02%	476
2015 Q2	–	Sell	-729	Closed	-$202K	–	547
2015 Q1	$202K	Sell	729 -392	-35%	-$106K	0.02%	491
2014 Q4	$296K	Buy	1,121 +59	+6%	+$15.1K	0.04%	369
2014 Q3	$262K	Buy	1,062 +72	+7%	+$18.5K	0.04%	395
2014 Q2	$258K	Buy	+990	New	+$248K	0.04%	381

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SII Investments's MDY Position: Q4 2017 in Review

SII Investments sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2017, closing a stake of 1,101 shares — an estimated $358K sold.

SII Investments first reported a position in MDY in Q2 2014 and held it in 10 quarters. The position peaked at $358K in Q3 2017. 812 funds tracked by Wall St. Rank hold MDY as of Q4 2017.

SII Investments reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2017 after selling out during the quarter.
SII Investments sold 1,101 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2017, an estimated $358K.
SII Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2014 and held it in 10 quarters.
SII Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $358K in Q3 2017.
812 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.