FGC
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Financial Gravity Companies’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$78K Buy
+1,581
New +$77.6K 0.07% 234
2018
Q1 		$20K Buy
410
+246
+150% +$12.5K 0.02% 505
2017
Q4 		$9K Buy
+164
New +$8.28K 0.01% 584

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

Financial Gravity Companies's MDYV Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2018: 1,581 shares worth $78K. The stake represents 0.07% of the portfolio and ranks #234 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MDYV as recently as Q1 2018.

Financial Gravity Companies first reported a position in MDYV in Q4 2017 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold MDYV as of Q4 2018.

  • Financial Gravity Companies held 1,581 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $78K as of Q4 2018.
  • State Street SPDR S&P 400 Mid Cap Value ETF was a new Financial Gravity Companies position in Q4 2018.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.07% of Financial Gravity Companies's portfolio in Q4 2018, its #234 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.