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

River 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
2019
Q1 		– Sell
-105
Closed -$5K – 355
2018
Q4 		$5K Hold
105
– – ﹤0.01% 470
2018
Q3 		$6K Hold
105
– – ﹤0.01% 488
2018
Q2 		$5K Buy
+105
New +$5.39K ﹤0.01% 502

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

River Wealth Advisors's MDYV Position: Q1 2019 in Review

River Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2019, closing a stake of 105 shares — an estimated $5K sold.

River Wealth Advisors first reported a position in MDYV in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 163 funds tracked by Wall St. Rank hold MDYV as of Q1 2019.

  • River Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 105 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2019, an estimated $5K.
  • River Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $6K in Q3 2018.
  • 163 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.