Founders Capital Management (Texas)’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Founders Capital Management (Texas)’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 Q1	–	Sell	-29	Closed	-$1K	–	336
2018 Q4	$1K	Buy	+29	New	+$1.42K	﹤0.01%	332
2018 Q1	–	Sell	-354	Closed	-$18K	–	384
2017 Q4	$18K	Buy	354 +30	+9%	+$1.51K	0.01%	222
2017 Q3	$16K	Buy	324 +22	+7%	+$1.06K	0.01%	229
2017 Q2	$15K	Buy	302 +40	+15%	+$1.92K	0.01%	234
2017 Q1	$13K	Buy	+262	New	+$12.6K	0.01%	264

Other funds holding MDYV

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

Schroders London, United Kingdom $185M AUM 16.04% 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Founders Capital Management (Texas)'s MDYV Position: Q1 2019 in Review

Founders Capital Management (Texas) sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2019, closing a stake of 29 shares — an estimated $1K sold.

Founders Capital Management (Texas) first reported a position in MDYV in Q1 2017 and held it in 5 quarters. The position peaked at $18K in Q4 2017. 163 funds tracked by Wall St. Rank hold MDYV as of Q1 2019.

Founders Capital Management (Texas) reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2019 after selling out during the quarter.
Founders Capital Management (Texas) sold 29 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2019, an estimated $1K.
Founders Capital Management (Texas) first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2017 and held it in 5 quarters.
Founders Capital Management (Texas)'s State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $18K in Q4 2017.
163 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2019.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2019, filed 17 Apr 2019.