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

WFG Advisors’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 Q2	$589K	Buy	1,854 +42	+2%	+$13.2K	0.13%	180
2017 Q1	$566K	Sell	1,812 -1,043	-37%	-$324K	0.15%	156
2016 Q4	$861K	Buy	2,855 +85	+3%	+$24.6K	0.21%	117
2016 Q3	$782K	Buy	2,770 +26	+0.9%	+$7.32K	0.19%	126
2016 Q2	$747K	Sell	2,744 -66	-2%	-$17.6K	0.2%	121
2016 Q1	$738K	Sell	2,810 -45	-2%	-$11K	0.21%	114
2015 Q4	$725K	Buy	2,855 +64	+2%	+$16.7K	0.22%	115
2015 Q3	$695K	Sell	2,791 -3	-0.1%	-$794	0.22%	105
2015 Q2	$763K	Sell	2,794 -416	-13%	-$116K	0.21%	111
2015 Q1	$890K	Sell	3,210 -528	-14%	-$142K	0.25%	89
2014 Q4	$987K	Buy	3,738 +51	+1%	+$13.1K	0.2%	111
2014 Q3	$919K	Buy	3,687 +261	+8%	+$67K	0.17%	139
2014 Q2	$893K	Buy	3,426 +130	+4%	+$32.5K	0.17%	148
2014 Q1	$826K	Sell	3,296 -4,948	-60%	-$1.21M	0.17%	154
2013 Q4	$2.01M	Buy	8,244 +3,753	+84%	+$883K	0.29%	76
2013 Q3	$1.02M	Sell	4,491 -57	-1%	-$12.7K	0.16%	159
2013 Q2	$955K	Buy	+4,548	New	+$962K	0.16%	155

Other funds holding MDY

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFG Advisors's MDY Position: Q2 2017 in Review

WFG Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.3% in Q2 2017, buying an estimated $13.2K and bringing the position to 1,854 shares worth $589K. The position accounts for 0.13% of the portfolio, ranked #180.

WFG Advisors first reported a position in MDY in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.01M in Q4 2013. 687 funds tracked by Wall St. Rank hold MDY as of Q2 2017.

WFG Advisors held 1,854 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $589K as of Q2 2017.
WFG Advisors bought 42 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2017, an estimated $13.2K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.13% of WFG Advisors's portfolio in Q2 2017, its #180 holding.
WFG Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.01M in Q4 2013.
687 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.