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Brandywine Oak Private Wealth’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-1,500
Closed -$66K – 459
2018
Q4 		$66K Buy
+1,500
New +$73.7K 0.01% 329

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Brandywine Oak Private Wealth's MDYV Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2019, closing a stake of 1,500 shares — an estimated $66K sold.

Brandywine Oak Private Wealth first reported a position in MDYV in Q4 2018 and held it in 1 quarter. The position peaked at $66K in Q4 2018. 163 funds tracked by Wall St. Rank hold MDYV as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,500 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2019, an estimated $66K.
  • Brandywine Oak Private Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $66K in Q4 2018.
  • 163 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.