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

MFA 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
2020 Q1	–	Sell	-305,525	Closed	-$16.7M	–	53
2019 Q4	$16.7M	Buy	305,525 +9,258	+3%	+$488K	12.14%	2
2019 Q3	$15.2M	Buy	296,267 +7,780	+3%	+$393K	12.38%	2
2019 Q2	$14.8M	Buy	288,487 +14,374	+5%	+$732K	11.15%	2
2019 Q1	$13.8M	Buy	274,113 +46,220	+20%	+$2.3M	9.08%	2
2018 Q4	$10.1M	Buy	227,893 +11,387	+5%	+$559K	10.14%	3
2018 Q3	$10.9M	Buy	216,506 +209,120	+2,831%	+$11.2M	8.1%	3
2018 Q2	$395K	Buy	+7,386	New	+$379K	0.26%	45
2018 Q1	–	Sell	-131,812	Closed	-$6.87M	–	53
2017 Q4	$6.87M	Buy	+131,812	New	+$6.66M	4.67%	5

Other funds holding MDYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

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 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

MFA Wealth Advisors's MDYV Position: Q1 2020 in Review

MFA Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2020, closing a stake of 305,525 shares — an estimated $16.7M sold.

MFA Wealth Advisors first reported a position in MDYV in Q4 2017 and held it in 8 quarters. The position peaked at $16.7M in Q4 2019. 169 funds tracked by Wall St. Rank hold MDYV as of Q1 2020.

MFA Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2020 after selling out during the quarter.
MFA Wealth Advisors sold 305,525 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2020, an estimated $16.7M.
MFA Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and held it in 8 quarters.
MFA Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $16.7M 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 MFA Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.