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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
2016
Q1 		– Sell
-26
Closed -$89K – 266
2015
Q4 		$89K Buy
+26
New +$6.77K 0.03% 215

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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.