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

United Asset Strategies’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	-665	Closed	-$201K	–	154
2016 Q4	$201K	Buy	+665	New	+$192K	0.07%	138
2016 Q3	–	Sell	-737	Closed	-$201K	–	146
2016 Q2	$201K	Sell	737 -240	-25%	-$64.1K	0.08%	133
2016 Q1	$257K	Sell	977 -50	-5%	-$12.2K	0.11%	112
2015 Q4	$261K	Hold	1,027	–	–	0.11%	116
2015 Q3	$256K	Sell	1,027 -335	-25%	-$88.7K	0.12%	110
2015 Q2	$372K	Sell	1,362 -34	-2%	-$9.45K	0.17%	95
2015 Q1	$381K	Sell	1,396 -9,150	-87%	-$2.47M	0.18%	92
2014 Q4	$1.73M	Buy	10,546 +8,651	+457%	+$2.21M	0.74%	50
2014 Q3	$286K	Buy	1,895 +795	+72%	+$204K	0.13%	105
2014 Q2	$287K	Buy	+1,100	New	+$275K	0.14%	101
2014 Q1	–	Sell	-1,740	Closed	-$425K	–	115
2013 Q4	$425K	Buy	+1,740	New	+$409K	0.29%	69
2013 Q3	–	Sell	-1,965	Closed	-$413K	–	94
2013 Q2	$413K	Buy	+1,965	New	+$416K	0.27%	75

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

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

United Asset Strategies's MDY Position: Q1 2017 in Review

United Asset Strategies sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2017, closing a stake of 665 shares — an estimated $201K sold.

United Asset Strategies first reported a position in MDY in Q2 2013 and held it in 12 quarters. The position peaked at $1.73M in Q4 2014. 695 funds tracked by Wall St. Rank hold MDY as of Q1 2017.

United Asset Strategies reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2017 after selling out during the quarter.
United Asset Strategies sold 665 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2017, an estimated $201K.
United Asset Strategies first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 12 quarters.
United Asset Strategies's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.73M in Q4 2014.
695 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2017.

Based on United Asset Strategies's 13F filing for Q1 2017, filed 9 May 2017.