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

Opes 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
2018 Q4	$1.72M	Sell	38,674 -140	-0.4%	-$6.88K	1.23%	21
2018 Q3	$2.08M	Buy	38,814 +909	+2%	+$48.8K	1.52%	17
2018 Q2	$1.97M	Buy	37,905 +1,087	+3%	+$55.8K	1.44%	19
2018 Q1	$1.83M	Sell	36,818 -32,176	-47%	-$1.64M	1.48%	17
2017 Q4	$3.55M	Buy	68,994 +5,706	+9%	+$288K	2.53%	16
2017 Q3	$3.13M	Sell	63,288 -11,500	-15%	-$553K	2.01%	19
2017 Q2	$3.65M	Buy	74,788 +11,970	+19%	+$573K	2.26%	18
2017 Q1	$3.03M	Buy	62,818 +52,638	+517%	+$2.53M	2.14%	17
2016 Q4	$478K	Buy	+10,180	New	+$457K	0.49%	27

Other funds holding MDYV

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

CCP

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

MWA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Opes Advisors's MDYV Position: Q4 2018 in Review

Opes Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.36% in Q4 2018, selling an estimated $6.88K and leaving 38,674 shares worth $1.72M. The position accounts for 1.23% of the portfolio, ranked #21.

Opes Advisors first reported a position in MDYV in Q4 2016 and has held it in 9 quarters since. The position peaked at $3.65M in Q2 2017. 146 funds tracked by Wall St. Rank hold MDYV as of Q4 2018.

Opes Advisors held 38,674 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.72M as of Q4 2018.
Opes Advisors sold 140 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2018, an estimated $6.88K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 1.23% of Opes Advisors's portfolio in Q4 2018, its #21 holding.
Opes Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2016 and has held it in 9 quarters since.
Opes Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.65M in Q2 2017.
146 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.