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

Strategic Wealth 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
2017 Q1	–	Sell	-16,981	Closed	-$5.12M	–	21
2016 Q4	$5.12M	Buy	+16,981	New	+$4.91M	5.26%	7
2014 Q4	–	Sell	-9,654	Closed	-$2.41M	–	55
2014 Q3	$2.41M	Sell	9,654 -30	-0.3%	-$7.7K	2.51%	13
2014 Q2	$2.52M	Sell	9,684 -19,920	-67%	-$4.99M	2.59%	12
2014 Q1	$7.42M	Sell	29,604 -18	-0.1%	-$4.41K	6.92%	5
2013 Q4	$7.23M	Sell	29,622 -389	-1%	-$91.5K	7.32%	7
2013 Q3	$6.79M	Hold	30,011	–	–	7.46%	7
2013 Q2	$6.3M	Buy	+30,011	New	+$6.35M	6.6%	9

Other funds holding MDY

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Strategic Wealth Management's MDY Position: Q1 2017 in Review

Strategic Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2017, closing a stake of 16,981 shares — an estimated $5.12M sold.

Strategic Wealth Management first reported a position in MDY in Q2 2013 and held it in 7 quarters. The position peaked at $7.42M in Q1 2014. 695 funds tracked by Wall St. Rank hold MDY as of Q1 2017.

Strategic Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2017 after selling out during the quarter.
Strategic Wealth Management sold 16,981 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2017, an estimated $5.12M.
Strategic Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 7 quarters.
Strategic Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.42M in Q1 2014.
695 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2017.

Based on Strategic Wealth Management's 13F filing for Q1 2017, filed 20 Apr 2017.