W
MDY icon

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

Wealthfront’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
2018
Q1 		– Sell
-676
Closed -$233K – 516
2017
Q4 		$233K Sell
676
-22
-3% -$7.41K ﹤0.01% 469
2017
Q3 		$228K Sell
698
-30
-4% -$9.54K ﹤0.01% 469
2017
Q2 		$231K Buy
728
+60
+9% +$18.9K ﹤0.01% 428
2017
Q1 		$209K Buy
+668
New +$207K ﹤0.01% 419
2015
Q4 		– Sell
-332
Closed -$83K – 742
2015
Q3 		$83K Sell
332
-14
-4% -$3.71K ﹤0.01% 439
2015
Q2 		$95K Buy
346
+333
+2,562% +$92.6K ﹤0.01% 410
2015
Q1 		$4K Sell
13
-187
-94% -$50.4K ﹤0.01% 848
2014
Q4 		$53K Buy
+200
New +$51.2K ﹤0.01% 471
2014
Q3 		– Sell
-115
Closed -$30K – 700
2014
Q2 		$30K Buy
+115
New +$28.8K ﹤0.01% 451

Other funds holding MDY

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return