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

Cavalier Investments’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	-35,614	Closed	-$2.33M	–	112
2021 Q1	$2.33M	Sell	35,614 -8,051	-18%	-$494K	1.01%	37
2020 Q4	$2.42M	Buy	+43,665	New	+$2.2M	1.11%	32

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 $1.61B AUM 19.97% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

TCM

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

Cavalier Investments's MDYV Position: Q2 2021 in Review

Cavalier Investments sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2021, closing a stake of 35,614 shares — an estimated $2.33M sold.

Cavalier Investments first reported a position in MDYV in Q4 2020 and held it in 2 quarters. The position peaked at $2.42M in Q4 2020. 240 funds tracked by Wall St. Rank hold MDYV as of Q2 2021.

Cavalier Investments reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2021 after selling out during the quarter.
Cavalier Investments sold 35,614 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2021, an estimated $2.33M.
Cavalier Investments first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and held it in 2 quarters.
Cavalier Investments's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.42M in Q4 2020.
240 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2021.

Based on Cavalier Investments's 13F filing for Q2 2021, filed 11 Aug 2021.