AWMG
MDYV icon

Alliance Wealth Management Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Alliance Wealth Management Group’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
2016
Q1 		– Sell
-5,650
Closed -$215K – 31
2015
Q4 		$215K Buy
+5,650
New +$227K 0.21% 34

Other funds holding MDYV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Alliance Wealth Management Group's MDYV Position: Q1 2016 in Review

Alliance Wealth Management Group sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2016, closing a stake of 5,650 shares — an estimated $215K sold.

Alliance Wealth Management Group first reported a position in MDYV in Q4 2015 and held it in 1 quarter. The position peaked at $215K in Q4 2015. 57 funds tracked by Wall St. Rank hold MDYV as of Q1 2016.

  • Alliance Wealth Management Group reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2016 after selling out during the quarter.
  • Alliance Wealth Management Group sold 5,650 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2016, an estimated $215K.
  • Alliance Wealth Management Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2015 and held it in 1 quarter.
  • Alliance Wealth Management Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $215K in Q4 2015.
  • 57 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2016.

Based on Alliance Wealth Management Group's 13F filing for Q1 2016, filed 10 May 2016.