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
2021 Q1	–	Hold	0	–	–	–	500
2020 Q4	–	Hold	0	–	–	–	497
2017 Q4	–	Hold	0	–	–	–	543
2017 Q3	–	Hold	0	–	–	–	542
2016 Q4	–	Hold	0	–	–	–	606
2016 Q3	–	Hold	0	–	–	–	609
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
2015 Q3	–	Hold	0	–	–	–	639
2015 Q2	–	Hold	0	–	–	–	602

Other funds holding MDY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return