GWA
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Guidant Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Guidant Wealth Advisors’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 		$555K Buy
10,815
+1
+0% +$51 0.21% 66
2019
Q2 		$556K Buy
10,814
+60
+0.6% +$3.06K 0.21% 70
2019
Q1 		$542K Buy
10,754
+2,235
+26% +$111K 0.21% 72
2018
Q4 		$377K Buy
+8,519
New +$418K 0.18% 72

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
KF
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
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

Guidant Wealth Advisors's MDYV Position: Q3 2019 in Review

Guidant Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.01% in Q3 2019, buying an estimated $51 and bringing the position to 10,815 shares worth $555K. The position accounts for 0.21% of the portfolio, ranked #66.

Guidant Wealth Advisors first reported a position in MDYV in Q4 2018 and has held it in 4 quarters since. The position peaked at $556K in Q2 2019. 159 funds tracked by Wall St. Rank hold MDYV as of Q3 2019.

  • Guidant Wealth Advisors held 10,815 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $555K as of Q3 2019.
  • Guidant Wealth Advisors bought 1 State Street SPDR S&P 400 Mid Cap Value ETF share in Q3 2019, an estimated $51.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.21% of Guidant Wealth Advisors's portfolio in Q3 2019, its #66 holding.
  • Guidant Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and has held it in 4 quarters since.
  • Guidant Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $556K 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 Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.