T
MDY icon

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

Thomaspartners’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
2015
Q1 		– Sell
-796
Closed -$210K – 135
2014
Q4 		$210K Buy
+796
New +$204K ﹤0.01% 123
2014
Q3 		– Sell
-916
Closed -$239K – 143
2014
Q2 		$239K Sell
916
-36
-4% -$9.01K 0.01% 121
2014
Q1 		$239K Sell
952
-55
-5% -$13.5K 0.01% 125
2013
Q4 		$246K Hold
1,007
– – 0.01% 122
2013
Q3 		$228K Hold
1,007
– – 0.01% 126
2013
Q2 		$212K Buy
+1,007
New +$213K 0.01% 137

Other funds holding MDY

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KPAG
KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return