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

LVZ Inc’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	-7,854	Closed	-$348K	–	90
2018 Q4	$348K	Buy	7,854 +679	+9%	+$33.3K	0.1%	52
2018 Q3	$370K	Sell	7,175 -2,523	-26%	-$135K	0.09%	55
2018 Q2	$505K	Buy	9,698 +2,368	+32%	+$122K	0.13%	45
2018 Q1	$365K	Buy	+7,330	New	+$373K	0.1%	44

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

LVZ Inc's MDYV Position: Q1 2019 in Review

LVZ Inc sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2019, closing a stake of 7,854 shares — an estimated $348K sold.

LVZ Inc first reported a position in MDYV in Q1 2018 and held it in 4 quarters. The position peaked at $505K in Q2 2018. 163 funds tracked by Wall St. Rank hold MDYV as of Q1 2019.

LVZ Inc reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2019 after selling out during the quarter.
LVZ Inc sold 7,854 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2019, an estimated $348K.
LVZ Inc first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2018 and held it in 4 quarters.
LVZ Inc's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $505K in Q2 2018.
163 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2019.

Based on LVZ Inc's 13F filing for Q1 2019, filed 25 Apr 2019.