VIA
MDYV icon

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

Vantage Investment 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
2018
Q3 		$139K Buy
2,592
+76
+3% +$4.08K 0.03% 181
2018
Q2 		$131K Buy
2,516
+336
+15% +$17.3K 0.03% 182
2018
Q1 		$108K Buy
2,180
+106
+5% +$5.4K 0.03% 191
2017
Q4 		$107K Buy
2,074
+34
+2% +$1.72K 0.02% 195
2017
Q3 		$101K Buy
2,040
+476
+30% +$22.9K 0.03% 189
2017
Q2 		$75K Buy
1,564
+670
+75% +$32.1K 0.02% 208
2017
Q1 		$43K Buy
894
+168
+23% +$8.08K 0.01% 268
2016
Q4 		$34K Buy
726
+292
+67% +$13.1K 0.01% 313
2016
Q3 		$19K Sell
434
-88
-17% -$3.77K 0.01% 402
2016
Q2 		$22K Buy
522
+180
+53% +$7.35K 0.01% 404
2016
Q1 		$14K Buy
342
+180
+111% +$6.61K 0.01% 463
2015
Q4 		$6K Buy
162
+90
+125% +$3.61K ﹤0.01% 592
2015
Q3 		$3K Buy
72
+60
+500% +$2.45K ﹤0.01% 678
2015
Q2 		$1K Sell
12
-12
-50% -$527 ﹤0.01% 718
2015
Q1 		$1K Buy
24
+16
+200% +$684 ﹤0.01% 797
2014
Q4 		$0 Buy
+8
New +$336 ﹤0.01% 788

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Vantage Investment Advisors's MDYV Position: Q3 2018 in Review

Vantage Investment Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3% in Q3 2018, buying an estimated $4.08K and bringing the position to 2,592 shares worth $139K. The position accounts for 0.03% of the portfolio, ranked #181.

Vantage Investment Advisors first reported a position in MDYV in Q4 2014 and has held it in 16 quarters since. 129 funds tracked by Wall St. Rank hold MDYV as of Q3 2018.

  • Vantage Investment Advisors held 2,592 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $139K as of Q3 2018.
  • Vantage Investment Advisors bought 76 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2018, an estimated $4.08K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.03% of Vantage Investment Advisors's portfolio in Q3 2018, its #181 holding.
  • Vantage Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2014 and has held it in 16 quarters since.
  • 129 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.