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

Waddell & Reed Financial’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
Q2 		– Sell
-45,000
Closed -$11.8M – 602
2016
Q1 		$11.8M Hold
45,000
– – 0.02% 386
2015
Q4 		$11.4M Buy
+45,000
New +$11.7M 0.02% 392

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waddell & Reed Financial's MDY Position: Q2 2016 in Review

Waddell & Reed Financial sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2016, closing a stake of 45,000 shares — an estimated $11.8M sold.

Waddell & Reed Financial first reported a position in MDY in Q4 2015 and held it in 2 quarters. The position peaked at $11.8M in Q1 2016. 600 funds tracked by Wall St. Rank hold MDY as of Q2 2016.

  • Waddell & Reed Financial reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 45,000 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2016, an estimated $11.8M.
  • Waddell & Reed Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and held it in 2 quarters.
  • Waddell & Reed Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11.8M in Q1 2016.
  • 600 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2016.

Based on Waddell & Reed Financial's 13F filing for Q2 2016, filed 12 Aug 2016.