S
MDYV icon

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

Schroders’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
Q3 		– Sell
-1,632,879
Closed -$83.9M – 13
2019
Q2 		$83.9M Buy
1,632,879
+16,089
+1% +$820K 4.09% 9
2019
Q1 		$81.4M Buy
+1,616,790
New +$80.3M 4.4% 8

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Schroders's MDYV Position: Q3 2019 in Review

Schroders sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2019, closing a stake of 1,632,879 shares — an estimated $83.9M sold.

Schroders first reported a position in MDYV in Q1 2019 and held it in 2 quarters. The position peaked at $83.9M in Q2 2019. 159 funds tracked by Wall St. Rank hold MDYV as of Q3 2019.

  • Schroders reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • Schroders sold 1,632,879 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2019, an estimated $83.9M.
  • Schroders first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and held it in 2 quarters.
  • Schroders's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $83.9M in Q2 2019.
  • 159 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2019.

Based on Schroders's 13F filing for Q3 2019, filed 6 Aug 2021.