Sharkey, Howes & Javer’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Sharkey, Howes & Javer’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
2017 Q1	–	Sell	-194	Closed	-$9K	–	253
2016 Q4	$9K	Hold	194	–	–	0.01%	168
2016 Q3	$8K	Hold	194	–	–	﹤0.01%	171
2016 Q2	$8K	Hold	194	–	–	0.01%	176
2016 Q1	$8K	Sell	194 -4,138	-96%	-$152K	0.01%	190
2015 Q4	$165K	Buy	4,332 +204	+5%	+$8.18K	0.12%	44
2015 Q3	$164K	Sell	4,128 -1,326	-24%	-$54.1K	0.13%	46
2015 Q2	$235K	Buy	5,454 +1,874	+52%	+$82.3K	0.18%	23
2015 Q1	$156K	Buy	+3,580	New	+$153K	0.1%	50

Other funds holding MDYV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FWP

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Sharkey, Howes & Javer's MDYV Position: Q1 2017 in Review

Sharkey, Howes & Javer sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2017, closing a stake of 194 shares — an estimated $9K sold.

Sharkey, Howes & Javer first reported a position in MDYV in Q1 2015 and held it in 8 quarters. The position peaked at $235K in Q2 2015. 78 funds tracked by Wall St. Rank hold MDYV as of Q1 2017.

Sharkey, Howes & Javer reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2017 after selling out during the quarter.
Sharkey, Howes & Javer sold 194 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2017, an estimated $9K.
Sharkey, Howes & Javer first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2015 and held it in 8 quarters.
Sharkey, Howes & Javer's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $235K in Q2 2015.
78 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2017, filed 10 May 2017.