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Capital Directions Investment Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Capital Directions Investment Advisors’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
Q3 		– Sell
-476
Closed -$23K – 111
2017
Q2 		$23K Buy
+476
New +$22.8K 0.01% 74

Other funds holding MDYV

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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 $1.92B AUM 26.86% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Directions Investment Advisors's MDYV Position: Q3 2017 in Review

Capital Directions Investment Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2017, closing a stake of 476 shares — an estimated $23K sold.

Capital Directions Investment Advisors first reported a position in MDYV in Q2 2017 and held it in 1 quarter. The position peaked at $23K in Q2 2017. 85 funds tracked by Wall St. Rank hold MDYV as of Q3 2017.

  • Capital Directions Investment Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 476 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2017, an estimated $23K.
  • Capital Directions Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2017 and held it in 1 quarter.
  • Capital Directions Investment Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $23K in Q2 2017.
  • 85 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.