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

Sterling Investment Management’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 		– Sell
-650
Closed -$225K – 56
2017
Q4 		$225K Buy
+650
New +$219K 0.24% 53

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sterling Investment Management's MDY Position: Q1 2018 in Review

Sterling Investment Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2018, closing a stake of 650 shares — an estimated $225K sold.

Sterling Investment Management first reported a position in MDY in Q4 2017 and held it in 1 quarter. The position peaked at $225K in Q4 2017. 813 funds tracked by Wall St. Rank hold MDY as of Q1 2018.

  • Sterling Investment Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2018 after selling out during the quarter.
  • Sterling Investment Management sold 650 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2018, an estimated $225K.
  • Sterling Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 1 quarter.
  • Sterling Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $225K in Q4 2017.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2018.

Based on Sterling Investment Management's 13F filing for Q1 2018, filed 24 Apr 2018.