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

Pathway Financial 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
2018
Q3 		– Sell
-852
Closed -$44K – 255
2018
Q2 		$44K Buy
852
+12
+1% +$617 0.03% 271
2018
Q1 		$42K Buy
+840
New +$42.8K 0.02% 282

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Pathway Financial Advisors's MDYV Position: Q3 2018 in Review

Pathway Financial Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2018, closing a stake of 852 shares — an estimated $44K sold.

Pathway Financial Advisors first reported a position in MDYV in Q1 2018 and held it in 2 quarters. The position peaked at $44K in Q2 2018. 129 funds tracked by Wall St. Rank hold MDYV as of Q3 2018.

  • Pathway Financial Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 852 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2018, an estimated $44K.
  • Pathway Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2018 and held it in 2 quarters.
  • Pathway Financial Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $44K in Q2 2018.
  • 129 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.