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

Santori & Peters 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
2018
Q1 		– Sell
-168
Closed -$8K – 341
2017
Q4 		$8K Buy
+168
New +$8.48K 0.01% 351

Other funds holding MDYV

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Santori & Peters Inc's MDYV Position: Q1 2018 in Review

Santori & Peters Inc sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2018, closing a stake of 168 shares — an estimated $8K sold.

Santori & Peters Inc first reported a position in MDYV in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 112 funds tracked by Wall St. Rank hold MDYV as of Q1 2018.

  • Santori & Peters Inc reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 168 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2018, an estimated $8K.
  • Santori & Peters Inc first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $8K in Q4 2017.
  • 112 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.