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Wealthspire Advisors (Maryland)’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-3,209
Closed -$162K – 1368
2019
Q1 		$162K Sell
3,209
-259
-7% -$12.9K 0.01% 485
2018
Q4 		$154K Buy
3,468
+6
+0.2% +$295 0.01% 465
2018
Q3 		$186K Sell
3,462
-552
-14% -$29.6K 0.02% 482
2018
Q2 		$209K Sell
4,014
-166
-4% -$8.53K 0.02% 452
2018
Q1 		$208K Sell
4,180
-178
-4% -$9.07K 0.02% 459
2017
Q4 		$224K Sell
4,358
-48
-1% -$2.42K 0.02% 443
2017
Q3 		$218K Buy
4,406
+52
+1% +$2.5K 0.02% 445
2017
Q2 		$210K Sell
4,354
-44
-1% -$2.11K 0.02% 438
2017
Q1 		$212K Sell
4,398
-400
-8% -$19.2K 0.03% 373
2016
Q4 		$225K Sell
4,798
-128
-3% -$5.74K 0.03% 339
2016
Q3 		$213K Buy
4,926
+268
+6% +$11.5K 0.03% 365
2016
Q2 		$193K Buy
4,658
+134
+3% +$5.47K 0.03% 370
2016
Q1 		$182K Buy
4,524
+150
+3% +$5.51K 0.03% 386
2015
Q4 		$166K Buy
+4,374
New +$175K 0.03% 405

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 $3.11B AUM 20.67% 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 $2.22B AUM 16.98% 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

Wealthspire Advisors (Maryland)'s MDYV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2019, closing a stake of 3,209 shares — an estimated $162K sold.

Wealthspire Advisors (Maryland) first reported a position in MDYV in Q4 2015 and held it in 14 quarters. The position peaked at $225K in Q4 2016. 159 funds tracked by Wall St. Rank hold MDYV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,209 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2019, an estimated $162K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $225K in Q4 2016.
  • 159 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.