Fusion Family Wealth’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Fusion Family Wealth’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	-102	Closed	-$7K	–	82
2021 Q1	$7K	Sell	102 -3	-3%	-$184	﹤0.01%	90
2020 Q4	$6K	Hold	105	–	–	﹤0.01%	83
2020 Q3	$5K	Buy	105 +7	+7%	+$310	﹤0.01%	87
2020 Q2	$4K	Buy	98 +5	+5%	+$201	﹤0.01%	95
2020 Q1	$3K	Buy	93 +16	+21%	+$771	﹤0.01%	111
2019 Q4	$4K	Hold	77	–	–	﹤0.01%	114
2019 Q3	$4K	Buy	77 +26	+51%	+$1.31K	﹤0.01%	120
2019 Q2	$3K	Hold	51	–	–	﹤0.01%	135
2019 Q1	$3K	Sell	51 -2,300	-98%	-$114K	﹤0.01%	130
2018 Q4	$104K	Buy	2,351 +2,329	+10,586%	+$114K	0.03%	87
2018 Q3	$1K	Buy	22 +2	+10%	+$107	﹤0.01%	252
2018 Q2	$1K	Buy	+20	New	+$1.03K	﹤0.01%	275

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

Fusion Family Wealth's MDYV Position: Q2 2021 in Review

Fusion Family Wealth sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2021, closing a stake of 102 shares — an estimated $7K sold.

Fusion Family Wealth first reported a position in MDYV in Q2 2018 and held it in 12 quarters. The position peaked at $104K in Q4 2018. 240 funds tracked by Wall St. Rank hold MDYV as of Q2 2021.

Fusion Family Wealth reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 102 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2021, an estimated $7K.
Fusion Family Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2018 and held it in 12 quarters.
Fusion Family Wealth's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $104K in Q4 2018.
240 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.