SSG
MDY icon

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 – 356
2016
Q4 		$996K Buy
+3,300
New +$954K 0.35% 93
2016
Q1 		– Sell
-5,000
Closed -$1.27M – 304
2015
Q4 		$1.27M Buy
+5,000
New +$1.3M 0.41% 41
2013
Q3 		– Sell
-100
Closed -$21K – 506
2013
Q2 		$21K Buy
+100
New +$21.1K 0.01% 243

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
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