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

Arbor Wealth 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
2019 Q3	–	Sell	-2,653	Closed	-$136K	–	140
2019 Q2	$136K	Sell	2,653 -210	-7%	-$10.7K	0.07%	59
2019 Q1	$144K	Sell	2,863 -24	-0.8%	-$1.19K	0.09%	58
2018 Q4	$128K	Sell	2,887 -944	-25%	-$46.4K	0.11%	57
2018 Q3	$205K	Hold	3,831	–	–	0.16%	51
2018 Q2	$203K	Sell	3,831 -189	-5%	-$9.71K	0.16%	54
2018 Q1	$207K	Sell	4,020 -230	-5%	-$11.7K	0.18%	57
2017 Q4	$218K	Hold	4,250	–	–	0.17%	65
2017 Q3	$211K	Sell	4,250 -24	-0.6%	-$1.15K	0.18%	62
2017 Q2	$200K	Sell	4,274 -560	-12%	-$26.8K	0.19%	57
2017 Q1	$229K	Sell	4,834 -650	-12%	-$31.3K	0.2%	60
2016 Q4	$267	Sell	5,484 -952	-15%	-$42.7K	0.21%	65
2016 Q3	$271K	Sell	6,436 -780	-11%	-$33.4K	0.23%	67
2016 Q2	$309K	Buy	7,216 +294	+4%	+$12K	0.29%	59
2016 Q1	$279K	Buy	6,922 +72	+1%	+$2.65K	0.29%	63
2015 Q4	$236K	Buy	+6,850	New	+$275K	0.26%	69

Other funds holding MDYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Arbor Wealth Management's MDYV Position: Q3 2019 in Review

Arbor Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2019, closing a stake of 2,653 shares — an estimated $136K sold.

Arbor Wealth Management first reported a position in MDYV in Q4 2015 and held it in 15 quarters. The position peaked at $309K in Q2 2016. 159 funds tracked by Wall St. Rank hold MDYV as of Q3 2019.

Arbor Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2019 after selling out during the quarter.
Arbor Wealth Management sold 2,653 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2019, an estimated $136K.
Arbor Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2015 and held it in 15 quarters.
Arbor Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $309K in Q2 2016.
159 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.