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

Strategic Wealth Partners’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
-124
Closed -$6K – 753
2019
Q2 		$6K Hold
124
– – ﹤0.01% 617
2019
Q1 		$6K Buy
+124
New +$6.16K ﹤0.01% 611

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FWP
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TC
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KF
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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 $2.22B AUM 16.98% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Strategic Wealth Partners's MDYV Position: Q3 2019 in Review

Strategic Wealth Partners sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2019, closing a stake of 124 shares — an estimated $6K sold.

Strategic Wealth Partners first reported a position in MDYV in Q1 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 159 funds tracked by Wall St. Rank hold MDYV as of Q3 2019.

  • Strategic Wealth Partners reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 124 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2019, an estimated $6K.
  • Strategic Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and held it in 2 quarters.
  • Strategic Wealth Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $6K 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 Strategic Wealth Partners's 13F filing for Q3 2019, filed 28 Oct 2019.