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

WealthShield’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 Q4	$298K	Buy	+855	New	+$288K	0.18%	99

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WealthShield's MDY Position: Q4 2017 in Review

WealthShield opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2017: 855 shares worth $298K. The stake represents 0.18% of the portfolio and ranks #99 among its holdings.

812 funds tracked by Wall St. Rank hold MDY as of Q4 2017.

WealthShield held 855 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $298K as of Q4 2017.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new WealthShield position in Q4 2017.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.18% of WealthShield's portfolio in Q4 2017, its #99 holding.
812 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.