Global Trust Asset Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Global Trust Asset Management’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 Q4	–	Sell	-32	Closed	-$2K	–	428
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	368
2021 Q2	$2K	Buy	32 +1	+3%	+$69	﹤0.01%	374
2021 Q1	$2K	Hold	31	–	–	﹤0.01%	349
2020 Q4	$2K	Hold	31	–	–	﹤0.01%	360
2020 Q3	$1K	Hold	31	–	–	﹤0.01%	344
2020 Q2	$1K	Hold	31	–	–	﹤0.01%	321
2020 Q1	$1K	Hold	31	–	–	﹤0.01%	329
2019 Q4	$2K	Buy	31 +1	+3%	+$53	﹤0.01%	340
2019 Q3	$2K	Hold	30	–	–	﹤0.01%	317
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	356
2019 Q1	$2K	Buy	+30	New	+$1.49K	﹤0.01%	333

Other funds holding MDYV

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

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

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Global Trust Asset Management's MDYV Position: Q4 2021 in Review

Global Trust Asset Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2021, closing a stake of 32 shares — an estimated $2K sold.

Global Trust Asset Management first reported a position in MDYV in Q1 2019 and held it in 11 quarters. The position peaked at $2K in Q3 2021. 265 funds tracked by Wall St. Rank hold MDYV as of Q4 2021.

Global Trust Asset Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Global Trust Asset Management sold 32 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2021, an estimated $2K.
Global Trust Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and held it in 11 quarters.
Global Trust Asset Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2K in Q3 2021.
265 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2021.

Based on Global Trust Asset Management's 13F filing for Q4 2021, filed 18 Jan 2022.