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Institute for Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-1,087
Closed -$60K – 570
2019
Q4 		$60K Buy
+1,087
New +$57.3K 0.01% 504

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Institute for Wealth Management's MDYV Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2020, closing a stake of 1,087 shares — an estimated $60K sold.

Institute for Wealth Management first reported a position in MDYV in Q4 2019 and held it in 1 quarter. The position peaked at $60K in Q4 2019. 169 funds tracked by Wall St. Rank hold MDYV as of Q1 2020.

  • Institute for Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 1,087 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2020, an estimated $60K.
  • Institute for Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $60K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.