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S.R. Schill & Associates’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

S.R. Schill & Associates’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
-4,498
Closed -$242K – 86
2018
Q3 		$242K Buy
+4,498
New +$241K 0.15% 77

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

S.R. Schill & Associates's MDYV Position: Q4 2018 in Review

S.R. Schill & Associates sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2018, closing a stake of 4,498 shares — an estimated $242K sold.

S.R. Schill & Associates first reported a position in MDYV in Q3 2018 and held it in 1 quarter. The position peaked at $242K in Q3 2018. 146 funds tracked by Wall St. Rank hold MDYV as of Q4 2018.

  • S.R. Schill & Associates reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • S.R. Schill & Associates sold 4,498 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2018, an estimated $242K.
  • S.R. Schill & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2018 and held it in 1 quarter.
  • S.R. Schill & Associates's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $242K 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 S.R. Schill & Associates's 13F filing for Q4 2018, filed 24 Jan 2019.