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

Wilmington Trust’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
2014
Q2 		$8.4M Sell
32,226
-886
-3% -$222K 0.14% 117
2014
Q1 		$8.3M Sell
33,112
-1,676
-5% -$411K 0.14% 115
2013
Q4 		$8.49M Sell
34,788
-3,364
-9% -$791K 0.14% 113
2013
Q3 		$8.63M Buy
38,152
+6,695
+21% +$1.49M 0.15% 103
2013
Q2 		$6.61M Buy
+31,457
New +$6.65M 0.13% 124

Other funds holding MDY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KPAG
KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return

Wilmington Trust's MDY Position: Q2 2014 in Review

Wilmington Trust reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.7% in Q2 2014, selling an estimated $222K and leaving 32,226 shares worth $8.4M. The position accounts for 0.14% of the portfolio, ranked #117.

Wilmington Trust first reported a position in MDY in Q2 2013 and has held it in 5 quarters since. The position peaked at $8.63M in Q3 2013. 509 funds tracked by Wall St. Rank hold MDY as of Q2 2014.

  • Wilmington Trust held 32,226 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $8.4M as of Q2 2014.
  • Wilmington Trust sold 886 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2014, an estimated $222K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.14% of Wilmington Trust's portfolio in Q2 2014, its #117 holding.
  • Wilmington Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.63M in Q3 2013.
  • 509 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.