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

Winfield Associates’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	-400	Closed	-$21K	–	424
2017 Q4	$21K	Hold	400	–	–	0.01%	297
2017 Q3	$20K	Hold	400	–	–	0.01%	295
2017 Q2	$19K	Hold	400	–	–	0.01%	304
2017 Q1	$19K	Hold	400	–	–	0.01%	277
2016 Q4	$19K	Hold	400	–	–	0.01%	265
2016 Q3	$17K	Hold	400	–	–	0.01%	272
2016 Q2	$17K	Hold	400	–	–	0.01%	264
2016 Q1	$16K	Hold	400	–	–	0.01%	258
2015 Q4	$15K	Hold	400	–	–	0.01%	229
2015 Q3	$15K	Hold	400	–	–	0.01%	223
2015 Q2	$17K	Hold	400	–	–	0.01%	205
2015 Q1	$17K	Hold	400	–	–	0.01%	210
2014 Q4	$17K	Hold	400	–	–	0.01%	211
2014 Q3	$16K	Hold	400	–	–	0.01%	212
2014 Q2	$17K	Hold	400	–	–	0.01%	228
2014 Q1	$16K	Hold	400	–	–	0.01%	217
2013 Q4	$16K	Buy	+400	New	+$15.3K	0.01%	223

Other funds holding MDYV

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

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

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 $1.61B AUM 19.97% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

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

Winfield Associates's MDYV Position: Q1 2018 in Review

Winfield Associates sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2018, closing a stake of 400 shares — an estimated $21K sold.

Winfield Associates first reported a position in MDYV in Q4 2013 and held it in 17 quarters. The position peaked at $21K in Q4 2017. 112 funds tracked by Wall St. Rank hold MDYV as of Q1 2018.

Winfield Associates reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 400 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2018, an estimated $21K.
Winfield Associates first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2013 and held it in 17 quarters.
Winfield Associates's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $21K 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 Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.