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

Summit Securities 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
2017 Q1	–	Sell	-3,300	Closed	-$996K	–	353
2016 Q4	$996K	Buy	+3,300	New	+$954K	0.22%	93
2016 Q1	–	Sell	-5,000	Closed	-$1.27M	–	267
2015 Q4	$1.27M	Buy	+5,000	New	+$1.3M	0.41%	41
2013 Q3	–	Sell	-100	Closed	-$21K	–	505
2013 Q2	$21K	Buy	+100	New	+$21.1K	0.01%	243

Other funds holding MDY

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $359M AUM 23.01% 1-Year Est. Return

Summit Securities Group's MDY Position: Q1 2017 in Review

Summit Securities Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2017, closing a stake of 3,300 shares — an estimated $996K sold.

Summit Securities Group first reported a position in MDY in Q2 2013 and held it in 3 quarters. The position peaked at $1.27M in Q4 2015. 695 funds tracked by Wall St. Rank hold MDY as of Q1 2017.

Summit Securities Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2017 after selling out during the quarter.
Summit Securities Group sold 3,300 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2017, an estimated $996K.
Summit Securities Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 3 quarters.
Summit Securities Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.27M in Q4 2015.
695 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2017.

Based on Summit Securities Group's 13F filing for Q1 2017, filed 2 May 2017.