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

Horan Securities’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
Q4 		– Sell
-38
Closed -$2K – 227
2018
Q3 		$2K Hold
38
– – ﹤0.01% 195
2018
Q2 		$2K Buy
+38
New +$1.95K ﹤0.01% 197

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

Horan Securities's MDYV Position: Q4 2018 in Review

Horan Securities sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2018, closing a stake of 38 shares — an estimated $2K sold.

Horan Securities first reported a position in MDYV in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 146 funds tracked by Wall St. Rank hold MDYV as of Q4 2018.

  • Horan Securities reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Horan Securities sold 38 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2018, an estimated $2K.
  • Horan Securities first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2018 and held it in 2 quarters.
  • Horan Securities's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2K in Q3 2018.
  • 146 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2018.

Based on Horan Securities's 13F filing for Q4 2018, filed 22 Jan 2019.