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

Harborview Advisors’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 Q3	$4.94M	Buy	74,629 +3	+0%	+$202	2.77%	9
2021 Q2	$5.04M	Buy	74,626 +2,457	+3%	+$169K	2.82%	9
2021 Q1	$4.72M	Sell	72,169 -850	-1%	-$52.1K	2.85%	9
2020 Q4	$4.05M	Sell	73,019 -3,989	-5%	-$201K	2.71%	9
2020 Q3	$3.34M	Sell	77,008 -971	-1%	-$43K	2.55%	10
2020 Q2	$3.32M	Sell	77,979 -10,344	-12%	-$417K	2.75%	8
2020 Q1	$3.11M	Sell	88,323 -1,684	-2%	-$81.2K	3.1%	7
2019 Q4	$4.93M	Sell	90,007 -1,439	-2%	-$75.9K	3.78%	8
2019 Q3	$4.69M	Buy	91,446 +2,017	+2%	+$102K	3.78%	8
2019 Q2	$4.59M	Buy	89,429 +2,672	+3%	+$136K	3.72%	9
2019 Q1	$4.37M	Sell	86,757 -76	-0.1%	-$3.77K	3.79%	9
2018 Q4	$3.85M	Buy	86,833 +6,283	+8%	+$309K	4.51%	8
2018 Q3	$4.33M	Sell	80,550 -2,708	-3%	-$145K	4.4%	9
2018 Q2	$4.33M	Sell	83,258 -1,512	-2%	-$77.7K	3.99%	7
2018 Q1	$4.22M	Sell	84,770 -2,172	-2%	-$111K	4%	8
2017 Q4	$4.47M	Buy	+86,942	New	+$4.39M	4.28%	7

Other funds holding MDYV

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Harborview Advisors's MDYV Position: Q3 2021 in Review

Harborview Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0% in Q3 2021, buying an estimated $202 and bringing the position to 74,629 shares worth $4.94M. The position accounts for 2.77% of the portfolio, ranked #9.

Harborview Advisors first reported a position in MDYV in Q4 2017 and has held it in 16 quarters since. The position peaked at $5.04M in Q2 2021. 235 funds tracked by Wall St. Rank hold MDYV as of Q3 2021.

Harborview Advisors held 74,629 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $4.94M as of Q3 2021.
Harborview Advisors bought 3 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2021, an estimated $202.
State Street SPDR S&P 400 Mid Cap Value ETF made up 2.77% of Harborview Advisors's portfolio in Q3 2021, its #9 holding.
Harborview Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $5.04M in Q2 2021.
235 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.