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Polaris Wealth Advisory Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Polaris Wealth Advisory Group’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
-288
Closed -$15K – 323
2018
Q3 		$15K Buy
288
+144
+100% +$7.72K ﹤0.01% 356
2018
Q2 		$14K Sell
144
-144
-50% -$7.4K ﹤0.01% 187
2018
Q1 		$14K Buy
+288
New +$14.7K ﹤0.01% 328

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 $1.92B AUM 26.86% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Polaris Wealth Advisory Group's MDYV Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2018, closing a stake of 288 shares — an estimated $15K sold.

Polaris Wealth Advisory Group first reported a position in MDYV in Q1 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 146 funds tracked by Wall St. Rank hold MDYV as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 288 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2018, an estimated $15K.
  • Polaris Wealth Advisory Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $15K 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 Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.