Wellington Management Group
MDY icon

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

Wellington Management Group’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
2013
Q4 		– Sell
-22,700
Closed -$5.14M – 2195
2013
Q3 		$5.14M Buy
22,700
+8,200
+57% +$1.82M ﹤0.01% 1432
2013
Q2 		$3.05M Buy
+14,500
New +$3.07M ﹤0.01% 1544

Other funds holding MDY

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
KPAG
KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return

Wellington Management Group's MDY Position: Q4 2013 in Review

Wellington Management Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2013, closing a stake of 22,700 shares — an estimated $5.14M sold.

Wellington Management Group first reported a position in MDY in Q2 2013 and held it in 2 quarters. The position peaked at $5.14M in Q3 2013. 501 funds tracked by Wall St. Rank hold MDY as of Q4 2013.

  • Wellington Management Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2013 after selling out during the quarter.
  • Wellington Management Group sold 22,700 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2013, an estimated $5.14M.
  • Wellington Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 2 quarters.
  • Wellington Management Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.14M in Q3 2013.
  • 501 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2013.

Based on Wellington Management Group's 13F filing for Q4 2013, filed 14 Feb 2014.