DAM
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Delta Asset Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Delta Asset Management’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
Q3 		– Sell
-1
Closed – – 612
2019
Q2 		$0 Buy
+1
New +$51 ﹤0.01% 558

Other funds holding MDYV

Financial Engines Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Delta Asset Management's MDYV Position: Q3 2019 in Review

Delta Asset Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2019, closing a stake of 1 share.

Delta Asset Management first reported a position in MDYV in Q2 2019 and held it in 1 quarter. The position peaked at $0 in Q2 2019. 159 funds tracked by Wall St. Rank hold MDYV as of Q3 2019.

  • Delta Asset Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • Delta Asset Management sold 1 State Street SPDR S&P 400 Mid Cap Value ETF share in Q3 2019.
  • Delta Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2019 and held it in 1 quarter.
  • Delta Asset Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $0 in Q2 2019.
  • 159 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2019.

Based on Delta Asset Management's 13F filing for Q3 2019, filed 31 Oct 2019.