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

PHH Investments’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 Q4	$1.03M	Sell	18,873 -494	-3%	-$26.1K	0.27%	53
2019 Q3	$994K	Sell	19,367 -898	-4%	-$45.4K	0.28%	57
2019 Q2	$1.04M	Sell	20,265 -1,484	-7%	-$75.6K	0.3%	49
2019 Q1	$1.1M	Hold	21,749	–	–	0.32%	51
2018 Q4	$965K	Buy	+21,749	New	+$1.07M	0.31%	54

Other funds holding MDYV

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

FWP

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

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 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

PHH Investments's MDYV Position: Q4 2019 in Review

PHH Investments reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.6% in Q4 2019, selling an estimated $26.1K and leaving 18,873 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #53.

PHH Investments first reported a position in MDYV in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.1M in Q1 2019. 203 funds tracked by Wall St. Rank hold MDYV as of Q4 2019.

PHH Investments held 18,873 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.03M as of Q4 2019.
PHH Investments sold 494 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2019, an estimated $26.1K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.27% of PHH Investments's portfolio in Q4 2019, its #53 holding.
PHH Investments first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and has held it in 5 quarters since.
PHH Investments's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.1M in Q1 2019.
203 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.