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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q1
– Sell
-137
Closed -$33K – 147
2013
Q4
$33K Hold
137
– – 0.02% 130
2013
Q3
$31K Hold
137
– – 0.02% 135
2013
Q2
$29K Buy
+137
New +$29K 0.02% 116

Other funds holding MDY

Smith & Howard Wealth Management's MDY Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2014, closing a stake of 137 shares — an estimated $33K sold.

Smith & Howard Wealth Management first reported a position in MDY in Q2 2013 and held it in 3 quarters. The position peaked at $33K in Q4 2013. 521 funds tracked by Wall St. Rank hold MDY as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 137 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2014, an estimated $33K.
  • Smith & Howard Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $33K in Q4 2013.
  • 521 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.