Stanford Investment Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Stanford Investment 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
2016 Q4	–	Sell	-14	Closed	-$4K	–	399
2016 Q3	$4K	Hold	14	–	–	﹤0.01%	377
2016 Q2	$4K	Hold	14	–	–	﹤0.01%	332
2016 Q1	$4K	Hold	14	–	–	﹤0.01%	332
2015 Q4	$4K	Hold	14	–	–	﹤0.01%	307
2015 Q3	$3K	Sell	14 -100	-88%	-$26.5K	﹤0.01%	320
2015 Q2	$31K	Buy	114 +100	+714%	+$27.8K	0.02%	182
2015 Q1	$4K	Hold	14	–	–	﹤0.01%	321
2014 Q4	$4K	Buy	+14	New	+$3.58K	﹤0.01%	323

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

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

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

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Stanford Investment Group's MDY Position: Q4 2016 in Review

Stanford Investment Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2016, closing a stake of 14 shares — an estimated $4K sold.

Stanford Investment Group first reported a position in MDY in Q4 2014 and held it in 8 quarters. The position peaked at $31K in Q2 2015. 684 funds tracked by Wall St. Rank hold MDY as of Q4 2016.

Stanford Investment Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2016 after selling out during the quarter.
Stanford Investment Group sold 14 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2016, an estimated $4K.
Stanford Investment Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and held it in 8 quarters.
Stanford Investment Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $31K in Q2 2015.
684 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2016.

Based on Stanford Investment Group's 13F filing for Q4 2016, filed 2 Feb 2017.