Simply Money Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Simply Money Advisors’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 Q1	$5.3M	Sell	15,525 -3,386	-18%	-$1.18M	0.75%	22
2017 Q4	$6.53M	Sell	18,911 -2,267	-11%	-$764K	0.84%	22
2017 Q3	$6.91M	Buy	21,178 +32	+0.2%	+$10.2K	0.91%	22
2017 Q2	$6.72M	Sell	21,146 -10,278	-33%	-$3.24M	0.92%	22
2017 Q1	$9.82M	Buy	31,424 +9,778	+45%	+$3.03M	1.37%	18
2016 Q4	$6.53M	Sell	21,646 -69,857	-76%	-$20.2M	0.94%	19
2016 Q3	$25.8M	Sell	91,503 -4,365	-5%	-$1.23M	3.98%	10
2016 Q2	$26.1M	Sell	95,868 -18,768	-16%	-$5.02M	4.02%	11
2016 Q1	$30.1M	Sell	114,636 -6,940	-6%	-$1.69M	4.59%	9
2015 Q4	$30.9M	Sell	121,576 -725	-0.6%	-$189K	4.64%	10
2015 Q3	$30.4M	Buy	122,301 +379	+0.3%	+$100K	4.7%	9
2015 Q2	$33.3M	Sell	121,922 -495	-0.4%	-$138K	4.9%	9
2015 Q1	$33.9M	Buy	122,417 +982	+0.8%	+$265K	4.91%	9
2014 Q4	$32.1M	Buy	121,435 +2,766	+2%	+$708K	4.75%	8
2014 Q3	$29.6M	Buy	118,669 +141	+0.1%	+$36.2K	4.51%	10
2014 Q2	$30.9M	Buy	118,528 +8,325	+8%	+$2.08M	4.7%	12
2014 Q1	$27.6M	Buy	110,203 +4,515	+4%	+$1.11M	4.29%	12
2013 Q4	$25.8M	Buy	105,688 +6,981	+7%	+$1.64M	4.34%	12
2013 Q3	$22.3M	Buy	98,707 +14,528	+17%	+$3.23M	3.8%	13
2013 Q2	$17.7M	Buy	+84,179	New	+$17.8M	3.15%	14

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

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

RJA

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

Simply Money Advisors's MDY Position: Q1 2018 in Review

Simply Money Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 18% in Q1 2018, selling an estimated $1.18M and leaving 15,525 shares worth $5.3M. The position accounts for 0.75% of the portfolio, ranked #22.

Simply Money Advisors first reported a position in MDY in Q2 2013 and has held it in 20 quarters since. The position peaked at $33.9M in Q1 2015. 813 funds tracked by Wall St. Rank hold MDY as of Q1 2018.

Simply Money Advisors held 15,525 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.3M as of Q1 2018.
Simply Money Advisors sold 3,386 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2018, an estimated $1.18M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.75% of Simply Money Advisors's portfolio in Q1 2018, its #22 holding.
Simply Money Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 20 quarters since.
Simply Money Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $33.9M in Q1 2015.
813 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.