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

Winfield Associates’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 Q4	–	Sell	-715	Closed	-$178K	–	304
2014 Q3	$178K	Sell	715 -8	-1%	-$2.05K	0.13%	120
2014 Q2	$188K	Buy	723 +638	+751%	+$160K	0.14%	125
2014 Q1	$21K	Hold	85	–	–	0.02%	201
2013 Q4	$21K	Buy	+85	New	+$20K	0.02%	203

Other funds holding MDY

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

KPAG

KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return

Winfield Associates's MDY Position: Q4 2014 in Review

Winfield Associates sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2014, closing a stake of 715 shares — an estimated $178K sold.

Winfield Associates first reported a position in MDY in Q4 2013 and held it in 4 quarters. The position peaked at $188K in Q2 2014. 555 funds tracked by Wall St. Rank hold MDY as of Q4 2014.

Winfield Associates reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2014 after selling out during the quarter.
Winfield Associates sold 715 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2014, an estimated $178K.
Winfield Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and held it in 4 quarters.
Winfield Associates's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $188K in Q2 2014.
555 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2014.

Based on Winfield Associates's 13F filing for Q4 2014, filed 28 Jan 2015.