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Stone Toro Investment Advisers’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Stone Toro Investment Advisers’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
Q2 		– Sell
-34,199
Closed -$8.57M – 106
2014
Q1 		$8.57M Buy
34,199
+22,299
+187% +$5.47M 12.06% 1
2013
Q4 		$2.91M Sell
11,900
-26,374
-69% -$6.2M 2.59% 9
2013
Q3 		$8.66M Sell
38,274
-24,529
-39% -$5.45M 5.72% 2
2013
Q2 		$13.2M Buy
+62,803
New +$13.3M 7.94% 1

Other funds holding MDY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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 $501B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
U
UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KPAG
KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return