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

Windsor Financial 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
2017 Q1	–	Sell	-665	Closed	-$201K	–	82
2016 Q4	$201K	Sell	665 -65	-9%	-$18.8K	0.1%	73
2016 Q3	$206K	Buy	+730	New	+$206K	0.1%	72
2015 Q1	–	Sell	-1,405	Closed	-$371K	–	88
2014 Q4	$371K	Buy	+1,405	New	+$360K	0.18%	65

Other funds holding MDY

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Windsor Financial Group's MDY Position: Q1 2017 in Review

Windsor Financial Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2017, closing a stake of 665 shares — an estimated $201K sold.

Windsor Financial Group first reported a position in MDY in Q4 2014 and held it in 3 quarters. The position peaked at $371K in Q4 2014. 695 funds tracked by Wall St. Rank hold MDY as of Q1 2017.

Windsor Financial Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2017 after selling out during the quarter.
Windsor Financial Group sold 665 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2017, an estimated $201K.
Windsor Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and held it in 3 quarters.
Windsor Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $371K in Q4 2014.
695 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2017.

Based on Windsor Financial Group's 13F filing for Q1 2017, filed 9 May 2017.