SHJ
MDYV icon

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
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KF
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return