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

Cardan Capital Partners’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
2021 Q2	–	Sell	-80,252	Closed	-$5.25M	–	276
2021 Q1	$5.25M	Sell	80,252 -77,182	-49%	-$4.73M	0.63%	54
2020 Q4	$8.74M	Buy	157,434 +5,086	+3%	+$257K	1.08%	23
2020 Q3	$6.61M	Buy	152,348 +2,227	+1%	+$98.7K	0.88%	27
2020 Q2	$6.4M	Buy	150,121 +1,173	+0.8%	+$47.2K	0.92%	24
2020 Q1	$5.25M	Sell	148,948 -129,044	-46%	-$6.22M	0.87%	28
2019 Q4	$15.2M	Buy	277,992 +4,736	+2%	+$250K	2.04%	11
2019 Q3	$14M	Buy	273,256 +12,359	+5%	+$624K	2.01%	11
2019 Q2	$13.4M	Buy	260,897 +9,458	+4%	+$482K	2.04%	11
2019 Q1	$12.7M	Buy	251,439 +3,424	+1%	+$170K	2.05%	11
2018 Q4	$11M	Buy	+248,015	New	+$12.2M	1.93%	15

Other funds holding MDYV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

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

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Cardan Capital Partners's MDYV Position: Q2 2021 in Review

Cardan Capital Partners sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2021, closing a stake of 80,252 shares — an estimated $5.25M sold.

Cardan Capital Partners first reported a position in MDYV in Q4 2018 and held it in 10 quarters. The position peaked at $15.2M in Q4 2019. 240 funds tracked by Wall St. Rank hold MDYV as of Q2 2021.

Cardan Capital Partners reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2021 after selling out during the quarter.
Cardan Capital Partners sold 80,252 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2021, an estimated $5.25M.
Cardan Capital Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and held it in 10 quarters.
Cardan Capital Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $15.2M in Q4 2019.
240 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2021.

Based on Cardan Capital Partners's 13F filing for Q2 2021, filed 20 Jul 2021.