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

Strategic Capital 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
2014
Q2 		$4.82M Buy
18,494
+1,623
+10% +$406K 1.5% 18
2014
Q1 		$4.23M Buy
16,871
+9,842
+140% +$2.41M 1.37% 18
2013
Q4 		$1.72M Sell
7,029
-5,533
-44% -$1.3M 1.34% 21
2013
Q3 		$2.84M Buy
12,562
+2,491
+25% +$554K 1.07% 28
2013
Q2 		$2.12M Buy
+10,071
New +$2.13M 1.05% 29

Other funds holding MDY

LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $136B 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

Strategic Capital Group's MDY Position: Q2 2014 in Review

Strategic Capital Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 9.6% in Q2 2014, buying an estimated $406K and bringing the position to 18,494 shares worth $4.82M. The position accounts for 1.5% of the portfolio, ranked #18.

Strategic Capital Group first reported a position in MDY in Q2 2013 and has held it in 5 quarters since. 509 funds tracked by Wall St. Rank hold MDY as of Q2 2014.

  • Strategic Capital Group held 18,494 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.82M as of Q2 2014.
  • Strategic Capital Group bought 1,623 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2014, an estimated $406K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.5% of Strategic Capital Group's portfolio in Q2 2014, its #18 holding.
  • Strategic Capital Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 5 quarters since.
  • 509 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.