UBS’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

UBS’s Portfolio MDYG Stock Details MDYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1.77M	Sell	47,085 -5,583	-11%	-$214K	﹤0.01%	3012
2014 Q2	$2.04M	Sell	52,668 -8,328	-14%	-$312K	﹤0.01%	2856
2014 Q1	$2.32M	Sell	60,996 -8,103	-12%	-$302K	﹤0.01%	2628
2013 Q4	$2.58M	Buy	69,099 +17,100	+33%	+$611K	﹤0.01%	2553
2013 Q3	$1.8M	Sell	51,999 -570	-1%	-$19.2K	﹤0.01%	2707
2013 Q2	$1.69M	Buy	+52,569	New	+$1.69M	﹤0.01%	2729

Other funds holding MDYG

Chartist Inc Seal Beach, California $139M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS's MDYG Position: Q3 2014 in Review

UBS reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 11% in Q3 2014, selling an estimated $214K and leaving 47,085 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #3012.

UBS first reported a position in MDYG in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.58M in Q4 2013. 43 funds tracked by Wall St. Rank hold MDYG as of Q3 2014.

UBS held 47,085 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.77M as of Q3 2014.
UBS sold 5,583 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2014, an estimated $214K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3012 holding.
UBS first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2013 and has held it in 6 quarters since.
UBS's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.58M in Q4 2013.
43 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.