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

Willingdon Wealth Management’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
2020 Q1	$29K	Hold	110	–	–	0.01%	171
2019 Q4	$41K	Hold	110	–	–	0.01%	187
2019 Q3	$39K	Hold	110	–	–	0.01%	188
2019 Q2	$39K	Hold	110	–	–	0.01%	186
2019 Q1	$38K	Sell	110 -69	-39%	-$23.2K	0.01%	192
2018 Q4	$54K	Hold	179	–	–	0.02%	173
2018 Q3	$66K	Hold	179	–	–	0.02%	188
2018 Q2	$64K	Buy	179 +110	+159%	+$38.7K	0.02%	175
2018 Q1	$24K	Hold	69	–	–	0.01%	208
2017 Q4	$24K	Hold	69	–	–	0.01%	188
2017 Q3	$23K	Buy	+69	New	+$21.9K	0.01%	180

Other funds holding MDY

Bank of America

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

Manulife (Manufacturers Life Insurance)

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

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

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

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

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

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

PNC Financial Services Group

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

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