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Spectrum Financial Alliance’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Spectrum Financial Alliance’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
2019
Q1 		– Sell
-25
Closed -$7K – 63
2018
Q4 		$7K Hold
25
– – 0.01% 75
2018
Q3 		$9K Buy
+25
New +$9.16K 0.01% 72

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Spectrum Financial Alliance's MDY Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2019, closing a stake of 25 shares — an estimated $7K sold.

Spectrum Financial Alliance first reported a position in MDY in Q3 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 857 funds tracked by Wall St. Rank hold MDY as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 25 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2019, an estimated $7K.
  • Spectrum Financial Alliance first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2018 and held it in 2 quarters.
  • Spectrum Financial Alliance's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $9K in Q3 2018.
  • 857 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.