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

Advisor Group’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	$5.16M	Buy	94,150 +13,010	+16%	+$686K	0.04%	414
2019 Q3	$4.16M	Buy	81,140 +4,875	+6%	+$246K	0.03%	473
2019 Q2	$3.92M	Buy	76,265 +13,049	+21%	+$665K	0.03%	483
2019 Q1	$3.19M	Buy	63,216 +43,094	+214%	+$2.14M	0.03%	521
2018 Q4	$894K	Buy	20,122 +8,270	+70%	+$406K	0.01%	998
2018 Q3	$636K	Buy	11,852 +249	+2%	+$13.4K	0.01%	1292
2018 Q2	$604K	Buy	11,603 +1,593	+16%	+$81.8K	0.01%	1181
2018 Q1	$498K	Buy	10,010 +5,378	+116%	+$274K	0.01%	1332
2017 Q4	$239K	Sell	4,632 -808	-15%	-$40.8K	﹤0.01%	1850
2017 Q3	$270K	Sell	5,440 -3,310	-38%	-$159K	﹤0.01%	1613
2017 Q2	$422K	Buy	8,750 +246	+3%	+$11.8K	0.01%	1253
2017 Q1	$410K	Sell	8,504 -222,912	-96%	-$10.7M	0.01%	1192
2016 Q4	$10.9M	Buy	231,416 +231,116	+77,039%	+$10.4M	0.25%	86
2016 Q3	$13K	Hold	300	–	–	﹤0.01%	3404
2016 Q2	$12K	Buy	+300	New	+$12.2K	﹤0.01%	3384

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 $1.61B AUM 19.97% 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 $3.11B AUM 20.67% 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

Advisor Group's MDYV Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 16% in Q4 2019, buying an estimated $686K and bringing the position to 94,150 shares worth $5.16M. The position accounts for 0.04% of the portfolio, ranked #414.

Advisor Group first reported a position in MDYV in Q2 2016 and has held it in 15 quarters since. The position peaked at $10.9M in Q4 2016. 203 funds tracked by Wall St. Rank hold MDYV as of Q4 2019.

Advisor Group held 94,150 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $5.16M as of Q4 2019.
Advisor Group bought 13,010 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2019, an estimated $686K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.04% of Advisor Group's portfolio in Q4 2019, its #414 holding.
Advisor Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $10.9M in Q4 2016.
203 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.