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

Stifel Trust’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
2014 Q3	$221K	Buy	884 +410	+86%	+$105K	0.04%	171
2014 Q2	$124K	Hold	474	–	–	0.02%	211
2014 Q1	$119K	Sell	474 -101	-18%	-$24.8K	0.02%	208
2013 Q4	$141K	Hold	575	–	–	0.03%	193
2013 Q3	$131K	Hold	575	–	–	0.03%	196
2013 Q2	$121K	Buy	+575	New	+$122K	0.03%	201

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

KPAG

KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return

Stifel Trust's MDY Position: Q3 2014 in Review

Stifel Trust increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 86% in Q3 2014, buying an estimated $105K and bringing the position to 884 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #171.

Stifel Trust first reported a position in MDY in Q2 2013 and has held it in 6 quarters since. 507 funds tracked by Wall St. Rank hold MDY as of Q3 2014.

Stifel Trust held 884 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $221K as of Q3 2014.
Stifel Trust bought 410 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2014, an estimated $105K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Stifel Trust's portfolio in Q3 2014, its #171 holding.
Stifel Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 6 quarters since.
507 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.