AIM
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Advantage Investment Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Advantage Investment Management’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10
Closed -$1K – 1043
2017
Q3 		$1K Sell
10
-386
-97% -$18.5K ﹤0.01% 991
2017
Q2 		$19K Sell
396
-1,920
-83% -$91.9K 0.01% 570
2017
Q1 		$112K Sell
2,316
-198,180
-99% -$9.53M 0.04% 212
2016
Q4 		$9.42M Buy
+200,496
New +$8.99M 3.48% 5

Other funds holding MDYV

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return

Advantage Investment Management's MDYV Position: Q4 2017 in Review

Advantage Investment Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2017, closing a stake of 10 shares — an estimated $1K sold.

Advantage Investment Management first reported a position in MDYV in Q4 2016 and held it in 4 quarters. The position peaked at $9.42M in Q4 2016. 109 funds tracked by Wall St. Rank hold MDYV as of Q4 2017.

  • Advantage Investment Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2017 after selling out during the quarter.
  • Advantage Investment Management sold 10 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2017, an estimated $1K.
  • Advantage Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2016 and held it in 4 quarters.
  • Advantage Investment Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $9.42M in Q4 2016.
  • 109 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2017.

Based on Advantage Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.