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

Axa’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 Q4	–	Sell	-46,188	Closed	-$2.37M	–	1274
2019 Q3	$2.37M	Hold	46,188	–	–	0.01%	825
2019 Q2	$2.37M	Hold	46,188	–	–	0.01%	816
2019 Q1	$2.33M	Hold	46,188	–	–	0.01%	821
2018 Q4	$2.05M	Hold	46,188	–	–	0.01%	823
2018 Q3	$2.48M	Hold	46,188	–	–	0.01%	835
2018 Q2	$2.4M	Hold	46,188	–	–	0.01%	809
2018 Q1	$2.3M	Hold	46,188	–	–	0.01%	828
2017 Q4	$2.38M	Hold	46,188	–	–	0.01%	815
2017 Q3	$2.29M	Hold	46,188	–	–	0.01%	787
2017 Q2	$2.22M	Hold	46,188	–	–	0.01%	763
2017 Q1	$2.23M	Hold	46,188	–	–	0.01%	758
2016 Q4	$2.17M	Hold	46,188	–	–	0.01%	751
2016 Q3	$2M	Hold	46,188	–	–	0.01%	761
2016 Q2	$1.91M	Hold	46,188	–	–	0.01%	746
2016 Q1	$1.86M	Hold	46,188	–	–	0.01%	761
2015 Q4	$1.75M	Hold	46,188	–	–	0.01%	800
2015 Q3	$1.77M	Hold	46,188	–	–	0.01%	793
2015 Q2	$1.99M	Hold	46,188	–	–	0.01%	790
2015 Q1	$2.01M	Hold	46,188	–	–	0.01%	807
2014 Q4	$1.97M	Hold	46,188	–	–	0.01%	795
2014 Q3	$1.9M	Hold	46,188	–	–	0.01%	764
2014 Q2	$1.99M	Hold	46,188	–	–	0.01%	781
2014 Q1	$1.89M	Hold	46,188	–	–	0.01%	781
2013 Q4	$1.83M	Hold	46,188	–	–	0.01%	788
2013 Q3	$1.7M	Hold	46,188	–	–	0.01%	777
2013 Q2	$1.6M	Buy	+46,188	New	+$1.59M	0.01%	751

Other funds holding MDYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 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

Axa's MDYV Position: Q4 2019 in Review

Axa sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2019, closing a stake of 46,188 shares — an estimated $2.37M sold.

Axa first reported a position in MDYV in Q2 2013 and held it in 26 quarters. The position peaked at $2.48M in Q3 2018. 203 funds tracked by Wall St. Rank hold MDYV as of Q4 2019.

Axa reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2019 after selling out during the quarter.
Axa sold 46,188 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2019, an estimated $2.37M.
Axa first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2013 and held it in 26 quarters.
Axa's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.48M in Q3 2018.
203 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.